Andrew Novick (CFP, JD)
Andrew Novick focuses in the
following client markets or areas of practice:
- Baby Boomers
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Socially Responsible Investments
- Baby Boomers
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Socially Responsible Investments
Planning Specialties
Investing - Low-cost Index Investing, Social Responible Investing, Alternatives (daily liquid only) or other custom options.
Financial Planning - budgeting/saving, college planning, estate planning, insurance analysis, retirement plan advice, retirement projections, and more.
Additional Information
My fee for ongoing investment management services is based on AUM.
My fee for ongoing financial planning services is a fixed monthly fee.
NAPFA Start Date
November 25, 2014