EN
CFP
EN
CFP
Eugene Novitski is a CFP-designated registered investment advisor at Investment Advisor Group, based in Saint Augustine, FL, with 21 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 129 clients with $72M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
129 clients
Average Client Portfolio
$560K average
Assets Under Management
$72.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee is capped at 2% when utilizing 3rd Party Manager strategies. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Saint Augustine, FL
Get directionsHistory
Regulatory History (1)
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Regulatory
June 2021Final
Employment History
Current Registrations
Investment Advisor Group
February 2021 - Present · 5 yrs 2 mos
Previous Registrations
The Investment Advisor Alliance LLC
April 2015 - February 2021 · 5 yrs 10 mos
Investment Advisors & Consultants, INC.Broker
March 1995 - August 1998 · 3 yrs 5 mos
Meridian, Dunhill & CO., INC.Broker
October 1994 - February 1995 · 4 mos
Dunhill Equities, INC.Broker
February 1989 - October 1994 · 5 yrs 8 mos
Teichberg Securities INC.Broker
September 1987 - February 1989 · 1 yr 5 mos
State Registrations2 states
FLNJ
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.