PHILOSOPHY & FEES
Institutional Strategy. Boutique Execution. Full Transparency.
Bringing Wall Street quantitative rigor to high-achieving investors through a direct, founder-led consulting model.
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THE BOUTIQUE ADVANTAGE
Bridging the Gap Between
Mass-Market Advice and Institutional Execution
“Most individuals who have built real wealth sit in an uncomfortable middle ground. You don’t need a mass-market retail brokerage that places you in a generic 60/40 model, but you shouldn’t need a $50M balance to access sophisticated portfolio and risk management. I founded Notaro Wealth Advisory to bridge that exact gap.”
— Jeffrey Notaro, CFP®, Principal & Founder
Decades of Institutional Experience
Built on decades of navigating market cycles, applying quantitative modeling directly to private portfolios.
Boutique by Design
We purposefully limit our client roster to ensure direct principal access, not junior relationship managers.
Beyond Generic Allocation
Moving past static U.S. index exposure to integrate active risk control, downside hedging, and tax-efficient structuring.
PORTFOLIO PHILOSOPHY
How We Build and Preserve Capital
01
Downside Mitigation & Risk Control
Capital preservation is the prerequisite for multi-decade compounding. We focus on active volatility management to manage drawdown risk during severe market drops.
02
Tax-Aware Capital Efficiency
We actively integrate Pass-Through Entity Tax (PTET) strategies, tax-loss harvesting, and asset location optimization to enhance net after-tax efficiency.
03
Institutional-Grade Precision
Utilizing advanced portfolio modeling tools and risk management techniques historically reserved for institutional treasuries.
TRANSPARENT FEES
Fee-Only Structure. Direct Alignment.
We believe financial advice should be simple, transparent, and strictly fee-only. We charge a single advisory fee with zero hidden costs, zero product sales, and zero adviser commissions.
1.00%
Assets Under Management
Calculated daily, billed quarterly in arrears. Full portfolio management, active risk modeling, and tax coordination included.
0.00%
Held-Away 401(k) Monitoring
Complimentary active allocation, rebalancing, and direct management for employer retirement plans.
Included
Financial Planning & Tax Coordination
Comprehensive wealth planning, proactive tax optimization, and direct CPA alignment included with our standard advisory relationship.
FEE-ONLY FIDUCIARY COMMITMENT
Zero adviser commissions, zero revenue sharing, and zero third-party compensation. We utilize Interactive Brokers, a world-class independent custodian built for quantitative execution, multi-asset risk management, and safeguarding of client assets.
Ready for a Higher Standard of Wealth Advisory?
Experience the difference of a dedicated, founder-led relationship backed by institutional strategy.
Schedule an Introductory Call