Noble Street Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$38,000
Clients
2
Advisors
1
of 1 employees
About
Noble Street Wealth Management provides investment management, financial planning, and financial consultation to individuals, trusts, estates, and charitable organizations. In addition to customary AUM-based portfolio management and hourly or fixed-fee planning, the firm offers a separate self-directed subscription product that gives subscribers access to the firm’s model holdings and trade guidance.
The firm emphasizes long-term, diversified portfolios constructed from strategically selected individual equities and low‑cost ETFs, with a stated preference for dividend‑paying companies and attention to tax efficiency. Portfolios are built using multi‑year forward-looking timelines (5, 10, and 20 years), with enter/exit alerts on positions and at least quarterly reviews to align allocations with client objectives and risk tolerance.
Noble Street’s combination of a monthly subscription service (providing the firm’s “Freedom Portfolios” holdings and buy/sell information), routine written reporting, and its acceptance of charitable/non‑profit clients is uncommon among independent peers. The principal’s active role as director of a 501(c)(3) foundation and community commitments such as high‑school coaching are noted in the firm’s disclosures, and the adviser operates with a very small client base and modest assets under management.
Client services
Expertise
Fee options
Fixed fee ranging from $150 to $25,000 depending on complexity
$100,000 - $10,000,000: 1.0% annually Above $10,000,001 - Negotiable: Negotiable Any amount for Charitable/Non-Profit Organizations+: 0.50% annually
$150 per hour
$49 per month for ongoing self-directed account investment advice
Account minimum: $100,000 Fee-only: Hourly fee of $150; Fixed fee ranging from $150 - $25,000; Monthly subscription fee of $49
Main office
1154 Noble St SE
Grand Rapids MI 49507-1030
Advisors at this office
1
Most active in
Michigan
Also doing business as
Noble Street · Noble Street Wealth Management · The Rsd Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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