Novice Capital LLC offers ongoing portfolio management services based on your individual financial situation, goals, and risk tolerance. NCL creates a personalized Investment Policy Statement for each client. NCL typically invests in fixed income, real estate funds, equities, ETFs, and other securities to diversify your portfolio. NCL requests authority to make trades without asking you first.
Assets Under Management$12M
Clients6
Advisors1
Avg. per Client$2M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Additionally, up to 1.00% of the amount of assets under management may be charged for research expenses. Qualified clients will pay an annual fee of 1.00% of assets under management along with a 25.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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