Novare Capital Management (NCM) offers comprehensive wealth management services, including financial planning and investment portfolio management, on both discretionary and non-discretionary bases. NCM works with individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and financial institutions. Financial planning covers cash flow and retirement planning. Investment portfolios may include individual stocks and bonds, mutual funds, exchange-traded funds (ETFs), alternative investments, and options.
Assets Under Management$1.7B
Clients728
Advisors18
Avg. per Client$2.4M
Avg. per Advisor$96M
www.youtube.com/user/novarecapital ·www.linkedin.com/company/novare-capital-management ·novarecapital.com
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.90% |
| $6.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees may be negotiable. Certain legacy Clients may have fees that differ from the schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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