NL
CFP

Nicolaas Bernardus Maria Letschert

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
327 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$707.2M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

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
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth
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Advisor Information

Office location

Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL, 33431

Get directions
Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 1998
Settled
Customer Dispute
April 1998
Settled
Customer Dispute
December 1997
Settled
Customer Dispute
May 1995
Settled
Other Business Activities

Nicolaas is a family member in Noesis International Holdings, Inc., a family office, and indirectly controls Noesis B.V., a foreign investment advisor. He is also a shareholder and board member of Lymion Group Inc., a business intelligence company, spending minimal time on each of these activities.

Employment History
Current Registrations
Noesis Capital Management CORP
October 1999 - Present · 26 yrs 3 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.