Nova Financial Services is a registered investment advisor that offers comprehensive portfolio management, financial planning and consulting, pension consulting, and referrals to third-party money managers. Founded in 2009 and based in Tucson, Arizona, the firm helps individuals, families, and business owners navigate their financial lives. Nova Financial Services takes a personalized approach, meeting with clients to understand their financial situations, risk tolerance, and long-term goals before designing custom investment portfolios consisting of exchange-traded funds, mutual funds, individual stocks, and bonds. In addition to managing investments, Nova Financial Services provides guidance on retirement planning, estate planning, tax strategies, education funding, and real estate analysis. The firm operates under a legal obligation to act in your best interest and works with independent custodians like Charles Schwab & Co., Inc. to hold client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $2.0M | 2.25% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.75% |
| $10M+ | 1.75% |
Fees are negotiable for accounts over $10,000,000. Billed quarterly in advance.