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Noah Remmert

5 Years of Experience
Broker

Noah Remmert is a registered investment advisor at Erben Associates, LLC, based in Austin, TX, with 5 years of industry experience. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Retirement Planning. Their firm serves 122 clients with $340M in assets under management.

Compensation
Fixed/Hourly
Firm Size
9 advisors
Number of Clients
122 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$335.3M

Fee Structure

Erben Associates does not directly manage investments for individuals. They offer a Manager of Managers Program where they select third-party investment advisors to manage client portfolios. The fees for these services are paid to the third-party advisor, and Erben Associates receives a portion of that fee, typically ranging from 0.50% to 1.00% of the client's assets managed by the third-party advisor.

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Location

300 Beardsley Lane, Bldg. D, Suite 200, Austin, TX, 78746

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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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Other Business Activities

Noah is an Investment & Planning Coordinator at Erben Associates, LLC, assisting advisors with client accounts and financial plan recommendations. This is an investment-related activity and takes nearly full-time hours.

Employment History
Current Registrations
Erben Associates, LLC
December 2022 - Present · 3 yrs 4 mos
M Holdings Securities, INC.Broker
February 2021 - Present · 5 yrs 2 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Noah Remmert - Financial Advisor | TrueAdvisor