Novare Capital Management offers comprehensive wealth management services, which include personalized financial planning and discretionary or non-discretionary investment portfolio management. Novare Capital Management builds custom portfolios primarily using individual stocks and bonds, alongside low-cost mutual funds, exchange-traded funds, alternative investments, and options. The firm works with individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. Novare Capital Management develops a tailored financial outline and Investment Policy Statement for each client, addressing areas such as general cash flow planning and retirement planning to align investments with the client's goals and risk tolerance.
Fee Structure
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 at the sole discretion of the Advisor. The fee takes into aggregate assets under management with the Advisor. The first tier has been extended down to $0.