NovaDius Wealth Management offers investment advice and manages portfolios for individuals, corporations, and other business entities. They help clients determine their investment goals and risk tolerance to develop a suitable investment strategy. They primarily use exchange-traded funds (ETFs) but may also use individual stocks, bonds, and options. Financial planning services cover retirement, education, and insurance needs. They also offer 401(k) consulting services.
Assets Under Management$150M
Clients249
Advisors6
Avg. per Client$600K
Avg. per Advisor$25M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based on the level of service needed and other factors. There is no minimum account balance or minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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