Robert Noack is a registered investment advisor at Tpg Financial Advisors, LLC, based in Portland, OR, with 34 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 643 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual maximum fee TPGFA may charge a client on an individual or joint investment account is 1.5% of the account value. In certain circumstances, TPGFA may charge a flat fee on an account (i.e. no correlation to the current value of the account).
Fee Estimator
Location
11850 SW 67th Avenue, Suite 100, Portland, OR, 97223
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Regulatory 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
Robert is a board member for River West Church administration since 2019. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Tpg Financial Advisors, LLC
Previous Registrations
Conway Partners
Allium Financial Advisors, LLC
Morgan Stanley
Morgan StanleyBroker
Aequitas Investment Management, LLC
Columbia Management Distributors, INC.Broker
Bacap Distributors, LLCBroker
Columbia Financial Center IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.