Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are negotiable, not to exceed 2.99% of investable assets. Financial planning fees are based on a minimum hourly rate of $50, which is also negotiable depending on the complexity of the services. Fees may be higher or lower depending on pre-existing relationships or agreements. A minimum investment of $50,000 is generally required, but this may be negotiable.
Areas of Practice
Advisor Information
Office location
4299 Macarthur Blvd., Suite 100, Newport Beach, CA, 92660
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alan owns several businesses, including Noble Financial Advisors, Noble Wealth Management, Noble Real Estate & Mortgage, Noble Tax Specialists, and Noble Comprehensive Insurance Services. He dedicates a significant amount of time to these ventures, including about 10-20% of his time to Noble Comprehensive Insurance Services, which sells annuities, life, health, and property & casualty insurance.