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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for assets over $10 million.
Fee Estimator
You'll typically pay an annual management fee based on the value of your assets (see rates in table). For example, a $1 million portfolio would cost $10,000 per year. Fees are subject to negotiation. Accounts may be subject to a minimum fee of $2,500. Basic financial planning is included for asset management clients. Financial planning is also offered separately for a fixed fee. Consulting services are available at a fixed or hourly rate.
Areas of Practice
Advisor Information
Office location
Minneapolis, MN
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.
Learn about disclosures →Other Business Activities
Noah is the president of Beth El Synagogue, leading the board of directors. This non-investment related activity takes about 10-20% of his time.