Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
327 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$707.2M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1M+0.75%

Fees are negotiable at our discretion and may differ from the standard fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL, 33431

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Noesis Capital Management CORP
April 2016 - Present · 9 yrs 10 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.