Notaro Wealth Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Notaro Wealth Advisory provides discretionary investment management and related advisory services to individual and high‑net‑worth clients, and also offers financial planning and retirement account rollover guidance. The firm manages approximately $9.5 million across a very small client base and operates as a solo practitioner, with the principal sometimes located overseas but generally accessible during trading hours.
The firm’s investment process emphasizes long‑term, fundamental analysis and portfolio construction using mutual funds, ETFs and individual securities, while also retaining legacy holdings when appropriate. Notaro Wealth may employ margin and options and incorporate commodities and limited partnership interests in client accounts, and it can recommend and oversee unaffiliated independent managers for portions of client portfolios.
Compared with peers, the firm combines a small, SEC‑registered, single‑advisor structure with a mix of fee arrangements — percentage‑of‑AUM investment management alongside financial planning engagements billed hourly or on a fixed‑fee basis — which is uncommon among similar firms. It also uses borrowing and derivatives in managed accounts and serves both non‑HNW and HNW individuals, while not acting as a private fund adviser.
Client services
Expertise
Fee options
Fixed fee engagements for financial planning services; fees may be negotiable
Up to $250 per hour for financial planning services
Account minimum: $100,000 Fee-only: Financial planning services offered on an hourly basis up to $250/hour or fixed fee engagements; fees may be negotiable
Most active in
Louisiana · New York · Texas
Also doing business as
Notaro Wealth Advisory · Vector Asset Management LLC
Disclosures
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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.
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