Assets Under Management
$391.2M
Number of Clients
737
Number of Advisors
8
Average Client AUM
$531K
AUM per Advisor
$48.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Nova Financial Services provides comprehensive portfolio management, pension consulting, financial planning, and referrals to third-party money managers. They tailor investment advice and do not generally allow client restrictions on securities.
| Assets Under Management | 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+ | 1.75% |
Fees negotiable for accounts over $10,000,000. Pension Consulting uses the same fee schedule.
1630 E River Rd, Suite 212, Tucson, AZ, 85718