Nova Financial Services provides investment advice and financial planning to individuals. They offer asset management services where they design an investment strategy based on your goals and monitor your account. They also offer financial planning services, creating a financial plan based on your information, but they don't monitor it after delivery. They may refer you to third-party money managers. Nova Financial Services may utilize Envestnet’s Advisor as Portfolio Management Program Platform.
Assets Under Management$390M
Clients737
Advisors8
Avg. per Client$530K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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