JW Nova Wealth Partners offers ongoing wealth management services based on individual client goals and risk tolerance. This includes creating an investment policy statement and constructing a plan to select a suitable portfolio. JW Nova also offers pension consulting services and financial planning, which is included in wealth management services at no additional cost. JW Nova may direct clients to third-party investment advisors.
Assets Under Management$310M
Clients181
Advisors5
Avg. per Client$1.7M
Avg. per Advisor$62M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...