How does the advisor help clients – Key Takeaways:
NOTARO WEALTH ADVISORY offers personalized financial planning and investment management services to help clients reach their financial goals. They also provide clients with ongoing education and support to help them make informed financial decisions.
Facts and Insights:
Type of Firm: Registered Investment Advisor (RIA)
Year Founded: 2009
Total Assets Under Management: $500 million
Number of Advisors: 5
Minimum Account Size: $500,000
Assets Under Management, Number of Advisors and Time in Business:
| Total Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 12 years |
Financial Services Offered:
NOTARO WEALTH ADVISORY offers a range of financial services including investment management, financial planning, retirement planning, tax planning, estate planning, and risk management.
Client Types:
NOTARO WEALTH ADVISORY works with high-net-worth individuals, families, and small business owners to help them achieve their financial goals. They also offer services for retirement plans, trusts, and charitable organizations.
Fees & Compensation:
NOTARO WEALTH ADVISORY charges a percentage of assets under management as their fee. The percentage may vary depending on the size of the portfolio, but it typically ranges from 0.5% to 1.5%. They also offer fee-only financial planning services for a flat fee or hourly rate.
Background:
NOTARO WEALTH ADVISORY was founded in 2009 by John Notaro, a certified financial planner (CFP). With over 25 years of experience in the financial industry, John and his team have the knowledge and expertise to help clients navigate the complexities of the financial world and make smart financial decisions.
Financial Advisor Disclosures to Know:
NOTARO WEALTH ADVISORY has a clean record with no disciplinary actions or legal issues. They have a fiduciary duty to act in their clients’ best interests and always strive to maintain transparency and ethical practices in their services.