Noesis Capital Management CORP
Assets Under Management
$707.2M
Number of Clients
327
Number of Advisors
6
Average Client AUM
$2.2M
AUM per Advisor
$117.9M
Compensation
Fee-Only (AUM)
About This Firm
Noesis Capital Management offers ongoing portfolio management services on a discretionary or non-discretionary basis. They provide financial planning services focused on cash flow, education, retirement, and succession needs, included as part of the advisory relationship. The firm recommends a minimum investment of $1,000,000 but may accept accounts with a minimum of $500,000, particularly for young professionals.
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
Location
Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL, 33431