Noble Street Wealth Management offers investment management based on your financial situation and goals. They also provide financial planning and consulting services for a fixed or hourly fee, covering retirement, education, insurance, estate planning, and more. Noble Street can also help you find other advisors like estate planners or accountants. They manage client assets on both a discretionary and non-discretionary basis.
Assets Under Management$38K
Clients3
Advisors1
Avg. per Client$13K
Avg. per Advisor$38K
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts above $10,000,001. Charitable/Non-Profit Organizations: 0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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