Rajko Novakovich is a registered investment advisor at Old World Financial Advisors, based in Newport Beach, CA, with 1 years of industry experience. Rajko operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.63% |
For Assets Under Management less than $1 Million, a minimum fee of $625 per quarter applies.
Fee Estimator
Location
4695 Macarthur Court, 11th Floor, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Rajko is a sole proprietor mortgage broker since 2006. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Old World Financial Advisors
State Registrations1 state
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