Noble Wealth Management, INC.
Assets Under Management
$212.9M
Number of Clients
245
Number of Advisors
3
Average Client AUM
$869K
AUM per Advisor
$71.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Noble Wealth Management provides tailored investment advice, including portfolio management, financial planning, investment consulting, and pension consulting. They work with individuals, high-net-worth individuals, trusts, estates, and pension/profit-sharing plans, customizing strategies to meet client needs and objectives.
Fee Structure
Portfolio management fees are negotiable, not exceeding 1.5% annually, billed quarterly. Financial planning fees range from $2,500 to $10,000, based on complexity, and are negotiable. Hourly financial consulting is available at $350/hour. Investment consulting fees will not exceed 1.5%. A minimum of $250,000 is generally required to open an advisory account, but this may be negotiable.
Areas of Practice
Location
4299 Macarthur Blvd., Suite 100, Newport Beach, CA, 92660