NovaDius Wealth Management is an independent registered investment advisor based in Overland Park, Kansas, originally established in 2008. The firm offers full-service investment management and portfolio advisory services, creating customized or model-based portfolios primarily utilizing exchange-traded funds, mutual funds, individual stocks and bonds, and option contracts. In addition to managing investments, NovaDius Wealth Management provides comprehensive financial planning encompassing retirement planning, education funding, and insurance analysis, as well as pension and 401(k) consulting for retirement plan participants. Portfolios are managed on a discretionary basis, with assets held at independent custodians such as Charles Schwab. The firm also operates a subsidiary that offers insurance solutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based on the level of service needed and other factors. A flat fee option may also be available upon request for certain engagements.