Nova R Wealth is a registered investment advisor based in Overland Park, Kansas, offering wealth management, customized investment portfolio management, and financial planning services. Nova R Wealth constructs portfolios primarily using diversified mutual funds and exchange-traded funds, alongside individual stocks, bonds, and independent third-party managers when appropriate. The firm tailors its services to individual client goals, risk tolerances, and time horizons. In addition to investment management, Nova R Wealth offers comprehensive financial planning covering areas such as retirement income strategies, tax planning, estate planning, education funding, and insurance analysis. The firm primarily serves individuals, high-net-worth individuals, trusts, estates, and business entities.
Fee Structure
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% |
| $10M+ | 0.35% |
Fees are negotiable based on individual client circumstances. Family account values may be combined to determine the applicable fee tier.