Noah Harris
Noah Harris is a CFA-designated registered investment advisor at J. Safra Asset Management Corporation, based in New York City, NY, with 7 years of industry experience. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,955 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J. Safra Asset Management (JSAM) charges a percentage of the value of your investments for its advisory services. The specific percentage varies based on the amount invested, the investment strategy, and your risk tolerance. These fees are negotiable. The maximum fee is 1.50% annually, but fund investment management services can go up to 1.75%. Fees are typically paid quarterly.
Location
546 Fifth Avenue, New York City, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
J. Safra Asset Management Corporation
Previous Registrations
Truist Advisory Services, INC.
State Registrations1 state
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