Laleeta Hill is a CFA-designated registered investment advisor at Noesis Capital Management CORP, based in Boca Raton, FL. Laleeta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 374 clients with $880M 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+ | 0.75% |
Fees are negotiable and may differ from the standard schedule. Related clients at the same address can combine accounts for breakpoint discounts.
Fee Estimator
Location
Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL, 33431
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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
Noesis Capital Management CORP
State Registrations1 state
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