Nobles & Richards Advisors, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Nobles & Richards Advisors offers investment management based on your individual needs and financial planning to help you achieve your goals. They gather information about your objectives, risk tolerance, and financial situation to create a personalized investment policy and financial plan. They primarily offer investment advice on a non-discretionary basis, but may accept discretionary authority in limited circumstances. They also provide general advice on tax, budgetary, estate, and business planning.
Assets Under Management$35M
Clients128
Advisors4
Avg. per Client$280K
Avg. per Advisor$8.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.40% |
Fees negotiable for accounts over $15,000,001. When a client’s account is held at American Funds Service Company, the annual fee for investment management services is billed at .75%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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