James Novakovich
James Novakovich is a registered investment advisor at Nova Wealth Management, INC., based in Bonita Springs, FL, with 22 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 268 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
24311 Walden Center Dr, Suite 200, Bonita Springs, FL, 34134
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2007Other Business ActivitiesSells Insurance
James owns Hibernation Haven Rental, LLC and spends a few hours per week overseeing the rental property. He is also an insurance agent and involved with A2Z Apparel 1776 LLC, a t-shirt printing business.
Employment History
Current Registrations
Nova Wealth Management, INC.
Previous Registrations
LPL Financial LLC
Fifth Third Securities, INC.
American Express Financial Advisors, INC.
State Registrations3 states
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.