Noble Wealth Management Public Benefit Corporation manages investment portfolios and provides comprehensive financial planning for individuals, high-net-worth clients, trusts, and businesses. The firm builds customized investment strategies using stocks, exchange-traded funds, and fixed income securities, with options for both discretionary and non-discretionary management. In addition to portfolio management, Noble Wealth Management offers holistic financial planning covering retirement, estate planning, taxes, insurance, and charitable giving. The firm coordinates with clients' other professionals, such as certified public accountants and estate attorneys, to ensure a unified approach. Noble Wealth Management also provides standalone consulting on specific topics like real estate, retirement, and business succession.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.4M | 0.95% |
| $1.4M - $1.8M | 0.90% |
| $1.8M - $2.2M | 0.85% |
| $2.2M - $2.6M | 0.80% |
| $2.6M - $3.0M | 0.75% |
| $3.0M - $3.4M | 0.72% |
| $3.4M - $3.8M | 0.69% |
| $3.8M - $4.2M | 0.66% |
| $4.2M - $4.6M | 0.63% |
| $4.6M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee. Billed monthly in arrears.