Robert Dunn is a CFP-designated registered investment advisor at Novi Wealth Partners, based in Princeton, NJ, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 249 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Novi Wealth charges a percentage of the value of your portfolio to manage your investments. The exact percentage varies between 0.50% and 1.25% depending on the amount they manage. The fees are calculated each quarter based on the value of your investments at the end of the previous quarter. If your investments are managed by independent third-party managers or sub-advisors, you may be charged an additional fee.
Contact
Robert Dunn
Location
512 Executive Drive, Princeton, NJ, 08540
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Novi Wealth Partners
Previous Registrations
Private Wealth Management Group INC
State Registrations2 states
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