| 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.
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.
Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL, 33431
Get directionsNicolaas 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.