Michael Mare is a registered investment advisor at Nova Financial Services, based in Colorado Springs, CO, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 737 clients with $390M 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 $500K | 2.50% |
| $500K - $2.0M | 2.25% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.75% |
| $10M+ | Included |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
90 S. Cascade Avenue, Ste. 1010, Colorado Springs, CO, 80903
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2021Other Business Activities
Michael is a freelance singer since 2014, dedicating about 10-20% of his time to this activity. He is also the CEO of Nova Financial, LLC dba Quantum Wealth Strategies LLC, a pass-through entity for fees/commissions, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Nova Financial Services
Previous Registrations
Mutual Securities, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Key Investment Services LLCBroker
Key Investment Services LLC
Edward Jones
Edward JonesBroker
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.