Amy Novakovich
Amy Novakovich is a CFP-designated registered investment advisor at Nova Wealth Management, INC., based in Bonita Springs, FL, with 18 years of industry experience. Amy 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
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 ActivitiesSells Insurance
Amy is a board member for Youth Haven, a children's shelter, since 2021, dedicating minimal time. She is also an insurance agent with Megastar Advisors since 2021, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Nova Wealth Management, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLC
LPL Financial LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations5 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.