Daniel Satz is a registered investment advisor at Novi Wealth Partners, based in Princeton, NJ, with 10 years of industry experience. Daniel 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, High Net Worth, and 3 more. Their firm serves 249 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Novi Wealth charges a percentage of the value of your portfolio to manage your investments. The exact percentage varies between 0.50% and 1.25% depending on the amount they manage. The fees are calculated each quarter based on the value of your investments at the end of the previous quarter. If your investments are managed by independent third-party managers or sub-advisors, you may be charged an additional fee.
Contact
Daniel Satz
Location
512 Executive Drive, Princeton, NJ, 08540
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 →Employment History
Current Registrations
Novi Wealth Partners
State Registrations1 state
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.