Matthew Novak
Matthew Novak is a CFP-designated registered investment advisor at Sparta Wealth Partners, based in Inlet Beach, FL, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 190 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sparta Wealth Partners' investment management fees are negotiable, but will not exceed 2.00% annually. Fees are charged monthly, either in advance or after the fact, based on the value of your account. For clients choosing a Long/Short strategy with a sub-advisor, there's a 1.00% annual asset-based fee and a 10% performance-based fee. Held away 401k accounts may have lower fees.
Location
Inlet Beach, FL
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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
Matthew is involved in several business activities, including owning multiple nail salons, a real estate holding company, an accounting firm, and a real estate agency. He also works as an insurance agent and investment advisory representative, dedicating a significant amount of time to the latter two.
Employment History
Current Registrations
Sparta Wealth Partners
Realta Equities, INC.
Realta Equities, INC.Broker
Previous Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Morgan StanleyBroker
State Registrations17 states
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