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NOVARE CAPITAL MANAGEMENT
521 E. Morehead
Suite 510
Charlotte, North Carolina 28202
Tel: 704-334-3698
About NOVARE CAPITAL MANAGEMENT
NOVARE CAPITAL MANAGEMENT, formally registered with the SEC as NOVARE CAPITAL MANAGEMENT. The firm was established in 02/26/2003. They have over 1 offices throughout the country.
NOVARE CAPITAL MANAGEMENT is a Charlotte, North Carolina based Financial Planning firm with nearly $1,509,026,137 assets under management, offering retirement planning & investment advisory services to 1814 clients. The firm is staffed with 22 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117949 |
| SEC# | 801-61848 |
| Assets Managed by Firm | $1,509,026,137 |
| No. of Clients | 1814 |
| No. of Advisors | 22 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1814 | $1,509,026,137 |
| Individuals (other than high net worth individuals) | 345 | $125,320,335 |
| High net worth individuals | 399 | $1,326,825,802 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,237,502 |
| Charitable organizations | 5 | $10,310,132 |
| Corporations or other businesses | Fewer than 5 clients | $43,332,366 |
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