Novera Wealth Inc. provides comprehensive wealth management services, combining investment portfolio management with personalized financial planning. Novera Wealth Inc. works closely with clients to understand their financial goals, risk tolerance, and time horizons, building customized investment strategies using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. As part of its wealth management services, Novera Wealth Inc. offers financial planning at no additional cost, covering areas such as cash flow and debt management, college savings, employee benefits, retirement planning, risk management, estate planning, tax strategies, and cross-border transactions. Novera Wealth Inc. operates as a registered investment advisor and does not sell investment products for commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.95% |
| $10.0M - $20.0M | 0.90% |
| $20.0M - $35.0M | 0.85% |
| $35.0M - $50.0M | 0.80% |
| $50.0M - $75.0M | 0.75% |
| $75.0M - $100.0M | 0.70% |
| $100M+ | 0.65% |
Fees are negotiable. Household accounts may be aggregated for fee calculation purposes.