NovaPoint Capital is an investment advisory firm that focuses on publicly traded companies that pay dividends. NovaPoint builds wealth by investing primarily in equity securities of companies run by shareholder-oriented managers. NovaPoint also provides financial planning services on a stand-alone fee basis.
Assets Under Management$440M
Clients208
Advisors4
Avg. per Client$2.1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. NovaPoint typically reduces fees for select groups, such as non-profit organizations and military veterans.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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