Nova Financial Services
Assets Under Management
$391.2M
Number of Clients
737
Number of Advisors
8
Average Client AUM
$531K
AUM per Advisor
$48.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Nova Financial Services provides asset management and financial planning services to retail investors. They offer comprehensive portfolio management, pension consulting, and financial planning & consulting. They may utilize the Envestnet Advisor as Portfolio Management Program Platform. Fees are negotiable.
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
Location
1630 E River Rd, Suite 212, Tucson, AZ, 85718