Novak & Powell Financial Services (NPFS) manages investments for individuals, families, and businesses. NPFS creates portfolios to meet client objectives, monitors them regularly, and adjusts them as needed. Financial and special needs planning is included as part of the investment management services and is not offered separately. NPFS also provides tax preparation services.
Assets Under Management$330M
Clients442
Advisors7
Avg. per Client$750K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Novak & Powell Financial Services' investment management fee is a percentage of the value of your portfolio. The minimum portfolio value is generally $500,000, but exceptions may be made. The fees are:
- $500,000 - $750,000 — 2.25% per year
- $750,001 - $1,000,000 — 1.50% per year
- $1,000,001 - $5,000,000 — 1.25% per year
- Over $5,000,000 — negotiable
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