Noble Wealth Management provides investment management services on a discretionary or non-discretionary basis, tailoring strategies to client goals and risk tolerance. They also offer financial planning and consulting services, covering areas like estate, tax, and retirement planning. Noble Wealth Management partners with other professionals like CPAs and estate attorneys to provide coordinated advice.
Assets Under Management$400M
Clients199
Advisors4
Avg. per Client$2M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. When using sub-advisors, the client will pay additional fees that range between .25% - 1.0% depending on the account value, investment style and types of securities used.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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