Assets Under Management
$202.9M
Number of Clients
369
Number of Advisors
3
Average Client AUM
$550K
AUM per Advisor
$67.6M
Compensation
Fee-Only (AUM)
Novus Advisors offers discretionary and non-discretionary asset management using equity, fixed income, and balanced portfolios. They also provide financial and retirement planning services, exploring areas like cash flow, investments, risk, tax, education, and estate planning. They may recommend third-party money managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable depending on circumstances.
607 Pendleton Street, Suite 101-B, Greenville, SC, 29601