Charles Noti is a registered investment advisor at Liberty Asset Management, based in Allentown, PA, with 25 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 331 clients with $140M 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 | 1.50% |
| $1M+ | 1.00% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Location
3570 Hamilton Blvd., Suite 301, Allentown, PA, 18103
Get directionsHistory
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 ActivitiesSells Insurance
Charles is a CPA since 2010, dedicating a few hours per week to this role. He also works as a controller for a property management business and sells fixed insurance, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Liberty Asset Management
Apw Capital, INC.Broker
Previous Registrations
Securian Financial Services, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations12 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.