Matthew Spilfogel is a registered investment advisor at Novem Group, based in Jupiter, FL, with 1 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,653 clients with $1.7B 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 | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Location
601 Heritage Drive, Suite 220, Jupiter, FL, 33458
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Novem Group
State Registrations1 state
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