Novi Wealth Partners provides comprehensive financial planning and investment management services. Founded in 1998 and based in Princeton, New Jersey, the firm focuses on a systematic, passive investment approach designed to keep costs low and maximize after-tax returns. Novi Wealth Partners helps clients with retirement planning, tax strategies, estate planning, cash flow management, and investment portfolio oversight. The team relies on low-cost mutual funds, exchange-traded funds, and independent managers through platforms like Charles Schwab and SEI, tailoring asset allocation to each client's specific goals, time horizon, and risk tolerance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Advisory fees vary between 0.50% and 1.25% depending on the market value of assets under management. Fees are negotiable.