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Updated September 28, 2026. Quick answer: $250,000 for an equity-only or balanced account. NovaPoint Capital’s own Form ADV Part 2A brochure states this figure directly, though the firm can waive or reduce it at its own discretion. At that minimum, NovaPoint Capital’s own published fee schedule works out to $2,500 a year.
The minimum, in the firm’s own words
“For an equity-only or balanced account, NovaPoint has a minimum requirement of $250,000 for accepting a new client; this requirement could be spread over more than one account.”
On waivability: “NovaPoint may waive the account minimum size at its sole discretion.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| an equity-only or balanced account | $250,000 | $2,500 | Yes, at the firm’s discretion |
| Source: Form ADV Part 2A, March 23, 2026 | |||
NovaPoint Capital’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, NovaPoint Capital’s own Form ADV Part 2A (March 23, 2026) works out to $5,000 a year under its published fee schedule.
Other firms’ minimum investments
Read this one, this one too, and one more.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (March 23, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028893
- SEC Investment Adviser Public Disclosure, NovaPoint Capital LLC (CRD #173663): https://adviserinfo.sec.gov/firm/summary/173663
- NovaPoint Capital LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/173663/PDF/173663.pdf
Methodology. This page was built September 28, 2026, quoting directly from NovaPoint Capital’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.