Novi Wealth Partners is a financial planning firm that provides investment management services. Novi Wealth offers financial planning and consultation services, including cash flow planning, asset allocation, tax planning, insurance planning, estate planning, retirement planning, education planning, and real estate/mortgage planning. Novi Wealth manages investments using a systematic approach, focusing on asset allocation, expenses, and tax efficiency.
Fee Structure
Novi Wealth charges a percentage of the value of your portfolio to manage your investments. The exact percentage varies between 0.50% and 1.25% depending on the amount they manage. The fees are calculated each quarter based on the value of your investments at the end of the previous quarter. If your investments are managed by independent third-party managers or sub-advisors, you may be charged an additional fee.