Noor Financial Services (NF) is a fee-only registered investment advisor. NF offers financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Financial planning is offered on a project basis or ongoing. NF also provides investment management services, creating and managing portfolios based on clients' individual needs and goals. NF does not recommend or select other investment advisors for clients.
Fee Structure
Noor Financial Services includes investment management services under their annual financial planning fee of $3,600 - $6,000. There are no additional fees for investment management services, regardless of account size. Investment management will not be offered as a standalone service.