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Eugene Novitski

Investment Advisor Group
22 Years of Experience
Saint Augustine, FL
1 Disclosure
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Eugene Novitski is a CFP-designated registered investment advisor at Investment Advisor Group, based in Saint Augustine, FL, with 22 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 124 clients with $81M in assets under management.

Investment Advisor Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
124 clients
Average Client Portfolio
$653K average
Assets Under Management
$81.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

The standard annual fee is 1.25% of assets under management, capped at 2% when utilizing third-party managers. Certain third-party strategies add an extra 0.50%. 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

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History

Regulatory History (1)
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Regulatory
June 2021
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Investment Advisor Group
February 2021 - Present · 5 yrs 8 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.
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