Nova R Wealth provides wealth management services, including investment management and financial planning, to individuals, trusts, estates, charitable organizations, corporations, and business entities. Investment strategies primarily use diversified mutual funds and exchange-traded funds (ETFs), but may also include individual stocks and bonds, and third-party managers. Financial planning services are offered in areas such as savings and distribution strategy, tax management, legacy planning, and education planning.
Assets Under Management$410M
Clients321
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $30.0M | 0.35% |
| $30M+ | 0.35% |
Wealth management fee is negotiable. Certain legacy accounts will have a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...