Novus Advisors offers investment management services through mutual funds, exchange-traded funds, and individual securities. Novus also provides financial and retirement planning, exploring areas like cash flow, investments, risk, taxes, education, and estate planning. Novus may recommend third-party money managers. Novus also offers consulting services to employee benefit plans and their participants.
Assets Under Management$200M
Clients369
Advisors3
Avg. per Client$550K
Avg. per Advisor$68M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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