Nirvanna Novelo is a CFP-designated registered investment advisor at Nicholas Hoffman & Company, LLC, based in Atlanta, GA, with 1 years of industry experience. Nirvanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 409 clients with $8.3B 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees may be negotiable or waived on a client-by-client basis. A fixed fee or minimum portfolio value/fee may also be negotiated. Pre-existing advisory clients are subject to minimum fee requirements and advisory fees in effect at the time the client entered into the advisory relationship.
Fee Estimator
Location
Two Midtown Plaza, 1349 West Peachtree Street St. NW, Suite 1050, Atlanta, GA, 30309-2929
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nicholas Hoffman & Company, LLC
State Registrations1 state
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