Clarice NoletCRD Number: 5514836
Current Firm: Wealth Architects, LLC
Clarice Nolet (CRD# 5514836) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 8 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Wealth Architects, LLC||Mountain View, CA||Jan 2014 - Current||2|
|Opes Advisors||Palo Alto, CA||Aug 2006 - Jan 2014||7|
|Sabbatical||Los Altos, CA||Apr 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2008|
Total Assets Under Management730MILLIONS
Total Number of Accounts1,757ACCOUNTS
Average Account Value$415,288
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)