Andrew Novick is a CFP-designated registered investment advisor at The Investment Connection LLC, based in Bridgewater, NJ, with 22 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, High Net Worth, and 4 more. Their firm serves 124 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Advisory fees are negotiable. Portfolios below the firm’s $500,000 minimum may be charged a higher rate.
Fee Estimator
Contact
Andrew Novick
Location
991 Route 22 West, Suite 200, Bridgewater, NJ, 08807
Get directionsHistory
Regulatory History
No 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 →Other Business Activities
Andrew is a contract attorney with Brookner Law Offices LLC, focusing on estate planning matters. He spends a few hours per week at the law firm, some of which are during securities trading hours.
Employment History
Current Registrations
The Investment Connection LLC
Previous Registrations
Condor Capital Management
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
My fee for ongoing investment management services is based on AUM.