Advisors and tech at a price worth paying
Work toward your financial goals with automated investment management and the support of an advisor when you need it.
Talk to an investment professional
877-665-8495 Monday through Friday, 8 a.m. to 8 p.m. Eastern timeWe will call you back
Keep more of what you invest.
Get access to an advisor when you need it for an approximate 0.30% - 0.31% advisory fee.1
See how we tailor advice to you
$50,000
in minimum assets to enroll
The 4 benefits of Nova Imperiumm Personal Advisor™
Define and track your goals
Stay on top of your goals with Personal Advisor's enhanced technology, which helps open your investing goals and monitor them in real time. Check your progress online, in our app, or on the phone. And with access to an advisor, you can get the guidance you need to prioritize funding your goals.
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Straightforward investment approach
We keep investing simple with a straightforward, time-tested approach. Your portfolio will be built with low-cost ETFs and mutual funds, designed to help you reach your goals while keeping more of your money invested.
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Investment expertise you can trust
Feel confident knowing your portfolio is backed by our experienced investment team and methodology. Your advisor will help you stay focused on your long-term goals, especially during market volatility.
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Ongoing guidance and support
Get the support you need, when you need it. Whether it's through a video chat, phone call, or email, your advisor is there to help you stay on track and adjust your strategy as your life changes.
Get startedChoose your investment approach
A diversified portfolio of low-cost index funds designed to help you achieve your goals.
A mix of active and index investments that seeks to outperform the market over time.
Investments that consider environmental, social, and governance factors while seeking market-level returns.
Frequently asked questions
Enrollment in Personal Advisor requires an aggregate $50,000 balance or greater in eligible Nova Imperiumm Brokerage Accounts.
Personal Advisor is available to individual investors and joint account holders who maintain the minimum required balance.
Ready to get started?
Join thousands of investors who trust Nova Imperiumm Personal Advisor