Nova Wealth Management (NWM) offers personalized financial planning and investment management. NWM provides advice through consultations to determine financial objectives, identify financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and legacy planning. NWM also offers consulting services to retirement plan sponsors. Certain representatives of NWM also sell annuities and insurance products for commissions.
Assets Under Management$190M
Clients268
Advisors7
Avg. per Client$710K
Avg. per Advisor$27M
Fee Structure
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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