Novem Group provides ongoing portfolio management based on individual client goals and risk tolerance. They also offer financial planning services covering investment, retirement, college, debt, credit, tax concerns, and insurance. Novem Group may direct clients to third-party money managers and is compensated via a fee share. They invest in mutual funds, ETFs, equities, bonds, and other securities.
Assets Under Management$1.7B
Clients3,653
Advisors32
Avg. per Client$470K
Avg. per Advisor$54M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
32 Advisors at this firm
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