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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable depending on circumstances.
Fee Estimator
Novus Advisors charges a fee based on the market value of your assets under management. There is no minimum account balance required. Fees are billed monthly in advance. For clients using outside money managers, Novus charges an additional fee of 0.50% - 0.85%. Financial and retirement planning is included in the asset management fee. Retirement plan advisory fees range from 0.25% to 1.10% of plan assets.
Areas of Practice
Advisor Information
Office location
607 Pendleton Street, Suite 101-B, Greenville, SC, 29601
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
Jennifer is an insurance agent selling life insurance, fixed annuities, and equity indexed annuities, dedicating a few hours per week. She is also involved with Specialized Plan Administrators, Lafayette Advisors LLC, Doc On Call LLC, and Novus Wealth Management, spending about 10-20% of her time on the insurance business at Novus.