Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 0.75% |
Fees are negotiable at our discretion and may differ from the standard fee schedule above. Clients with smaller portfolios can incur higher fees for similar services.
Fee Estimator
Noesis charges an annual fee based on assets under management. The first $1 million is charged at 1.50%, and amounts above $1 million are charged at 0.75%. Clients with smaller portfolios (less than $1 million) may incur higher percentage fees. Fees are negotiable at the firm's discretion. The firm recommends a minimum investment of $1,000,000, but may accept accounts with a minimum of $500,000. The firm does not charge a separate fee for financial planning services.
Areas of Practice
Advisor Information
Office location
Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL, 33431
Get directionsRegulatory History
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.
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Cheryl is a director at Denton & Haskins, Family Music Publishing Co. since 1999, dedicating minimal time to this role.