Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $2.0M | 2.25% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.75% |
| $10M+ | 1.75% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Fees for asset management and pension consulting are based on a percentage of assets under management. Financial planning and consulting fees are charged on an hourly basis ($100-$500) or a flat fee basis ($1,500-$10,000), depending on the complexity. Fees are negotiable. Some associates may sell securities for a commission.
Areas of Practice
Advisor Information
Office location
1630 E River Rd, Suite 212, Tucson, AZ, 85718
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey works full-time as an investment advisor at Nova Financial, LLC. He also operates an independent insurance agency, dedicating minimal time to it.