Nova Financial Services Fees & Minimum

Overview

Headquarters: Tucson, AZ
Total Firm Assets: $469 million
Average High-Net-Worth Client Portfolio Size: $1.9 million

Fee Disclosure

Source: NF - ADV PART 2A: FIRM BROCHURE (2026-03-29) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	2.50%
$500,001	$2,000,000	2.25%
$2,000,001	$5,000,000	2.00%
$5,000,001	$10,000,000	1.75%
$10,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$23,750	2.38%
$5 million	$106,250	2.12%
$10 million	$193,750	1.94%
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 58.97%
Number of High-Net-Worth Clients: 144
Total Client Accounts: 1,388
Discretionary Accounts: 1,384
Non-Discretionary Accounts: 4

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 150148

NF - ADV PART 2A: FIRM BROCHURE (2026-03-29) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Nova Financial Services