Assets Under Management
$130.2M
Number of Clients
237
Number of Advisors
6
Average Client AUM
$549K
AUM per Advisor
$21.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
NovaDius Wealth Management offers full-service advisory including investment advice, portfolio management, and financial planning. They tailor services to client needs, primarily using ETFs, but may also use mutual funds, individual stocks, bonds, and option contracts. Financial planning covers retirement, education, and insurance needs. They also offer 401(k) consulting.
| Assets Under Management | 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.
7300 West 110th Street, Suite 870, Overland Park, KS, 66210