Stuart Rainer is a registered investment advisor at Noblebridge Wealth, based in Herndon, VA, with 27 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 329 clients with $150M 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 | 2.00% |
| $1.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,001. When NBWM is named as the strategist, models have an annual strategist fee, which is charged by NBWM as manager and covers the costs of their portfolio construction and ongoing investment management services. This fee ranges from 0.08% to 0.50% and is incorporated as part of your total Managed Account Services fee.
Fee Estimator
Location
13800 Coppermine Road, Suite 144, Herndon, VA, 20171
Get directionsHistory
Regulatory History (2)
Financial
June 2018Employment Separation After Allegations
March 2016Other Business Activities
Stuart works as a financial advisor for Northern Virginia Wealth Management, assisting clients with their financial needs. This activity is full-time.
Employment History
Current Registrations
Noblebridge Wealth
Previous Registrations
Noblebridge Wealth
Avenir Private Advisors, LLC
Hayden Royal
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.