Ilonka Nobles
Ilonka Nobles is a registered investment advisor at Nobles & Richards Advisors, LLC, based in Plano, TX, with 27 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 128 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.40% |
Fees negotiable for accounts over $15,000,001. When a client’s account is held at American Funds Service Company, the annual fee for investment management services is billed at .75%.
Fee Estimator
Location
801 E. Plano Pkwy, Suite 220, Plano, TX, 75074
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2015Customer Dispute
June 2006Other Business Activities
Ilonka is a consultant and owner at TLC since 2002, dedicating about 10-20% of her time. She is also a co-founder/co-owner of Nobles & Richards Advisors, LLC, but spends no time on it, and a manager at Funding Choice, LLC, which is inactive.
Employment History
Current Registrations
Nobles & Richards Advisors, LLC
Nobles & Richards, INC.
Nobles & Richards, INC.Broker
Previous Registrations
Texlark Securities, LLCBroker
Chestnut Energy Partners, INC.Broker
Couch Financial Services, INC.Broker
Kdn Securities, INC.Broker
Western American Securities CorporationBroker
State Registrations25 states
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.