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investment advice
Nova Imperiumm advisory services are here to help
from your first investment all through the way.
Personalized advice
When you need personalized advice to track your progress and help you succeed—we have you covered.
Compare our advice services
Nova Imperiumm Digital Advisor®
$1002 minimum to qualify.
Annual advisory fee: Approximately $15-$16 per $10,000 invested.3
Our robo-advisor gives you:
- • Automated investing with ETF-based portfolios.
- • Guidance on saving.
- • Options to add custom goals to your plan.
- • Debt strategies to pay off debt faster.
- • No advisory fees for the first 90 days.1
Nova Imperiumm Personal Advisor™
$50,0002 minimum to qualify.
Annual advisory fee: Approximately $30-$31 per $10,000 invested.3
Our personal advisor service gives you:
- • A dedicated financial advisor.
- • Customized financial plan.
- • Investment strategy and portfolio management.
- • Regular progress reviews.
- • Tax-loss harvesting opportunities.
Nova Imperiumm Personal Advisor Select™
$250,0002 minimum to qualify.
Annual advisory fee: Approximately $25-$26 per $10,000 invested.3
Enhanced service includes:
- • Certified financial planner.
- • Advanced tax strategies.
- • Estate planning guidance.
- • Charitable giving strategies.
- • Priority client service.
Nova Imperiumm Wealth Management™
$5,000,0002 minimum to qualify.
Annual advisory fee: Customized pricing based on portfolio.3
Premium service includes:
- • Dedicated wealth management team.
- • Family office services.
- • Advanced portfolio strategies.
- • Private banking services.
- • Exclusive investment opportunities.
Compare advice options
Not sure what type of advice is right for you? Check out the guide
| Digital Advisor | Personal Advisor | Personal Advisor Select | Wealth Management | |
|---|---|---|---|---|
| Minimum to qualify | $1002 | $50,000 | $500,000 | $5M+ |
| Annual advisory fee (cost per $10,000) | Approximately $15-$163 |
Approximately $30-$313 |
No more than $304 | No more than $304 |
| Access to an advisor | ||||
| Access to a dedicated advisor | ||||
| Access to a dedicated team of specialists | ||||
| Personalized financial planning | ||||
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ETF-based portfolio options
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| Active fund options | ||||
| Tax-loss harvesting | ||||
| Estate planning | ||||
| Trust services | ||||
| Charitable giving | ||||
| Private banking |
Frequently asked questions
The best option for you will depend on how much you intend to invest and the complexity of your financial management needs. Professional advice may be a good fit if you want a smart strategy, want help managing your investments, have questions about investing, and believe in the power of a long-term view.
Advice may not be a good fit if:
- You have experience investing and want to take a more hands-on approach.
- You have a basic saving need that you can manage on your own.
- You don’t want to pay for investment management and monitoring services.
Our guide is a helpful resource for understanding which advisory service may be best for you. You also can contact one of our investment professionals with questions at 800-742-9998.
While we don't have 24/7 phone or chat services, you can access your account online anytime. Our investment professionals are available by phone to help with your questions Monday through Friday from 8 a.m. to 8 p.m. Eastern time. Depending on the advice service you select, you also may have a dedicated advisor to contact.
The minimum amount you'll need to enroll depends on the advisory service you select:
- Digital Advisor: $100
- Personal Advisor: $50,000
- Personal Advisor Select: $500,000
- Personal Advisor Wealth Management: $5,000,000