Blake Bjordahl is a registered investment advisor at Nova Financial Services, based in Tucson, AZ, with 35 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 737 clients with $390M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $2.0M | 2.25% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.75% |
| $10M+ | Included |
Fees are negotiable for accounts over $10,000,000.
1630 E River Rd, Suite 212, Tucson, AZ, 85718
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Blake works as a Compliance Consultant/RR for Ministry Partners Securities, LLC, dedicating about half of his time. He also works as a consultant for Compliance Works, a securities compliance consulting firm, dedicating about a quarter of his time; Compliance Works consults with firms such as Nova Financial & Insurance Services and 20/20 Management, Inc.
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