Pricing
We believe transparency is key to building strong partnerships with our clients, so we proudly display our fees. Our simple pricing structure aligns our compensation with the value our clients receive from our efforts.
Investment AssetsManaged by Noble Wealth Partners |
Annual Advisory Fee(Based on the Portfolio Value) |
|---|---|
| $0 - $499,999 | 1.00% ($5,000 annual minimum) |
| $500,000 - $999,999 | 0.75% |
| $1,000,000 - $2,499,999 | 0.50% |
| $2,500,000 - $9,999,999 | 0.25% |
| $10,000,000 - $24,999,999 | 0.20% |
| $25,000,000 and up | 0.15% |
Fees are assessed on a graduated basis: each portion of your balance is billed at the rate for its bracket. For example, a $1,000,000 portfolio is billed 1.00% on the first $500,000 and 0.75% on the next $500,000, for a total of $8,750.
When investment assets are less than $500,000, a minimum annual fee of $5,000 applies in lieu of the 1.00% tier rate.
Fee Calculator
