Advisor at Novadius Wealth Management
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Firm
Novadius Wealth Management
Location
Overland Park, KS 66210
Credentials
Series 65
Industry experience
17 years
Nathan Geraci is a financial advisor with Novadius Wealth Management in Overland Park, KS, holding a Series 65 designation and 17 years of industry experience. He has been with The ETF Store since 2008 and is involved in several related business activities, including serving as president of The ETF Institute Inc., a professional ETF education and certification website, and owning OTR Media LLC, a media company producing podcasts, blogs, and videos. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries, offering discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm applies a global strategic asset allocation approach primarily using ETFs and combines quantitative and fundamental analysis to tailor portfolios to clients’ objectives and risk profiles.
Based on Novadius Wealth Management
Based on Novadius Wealth Management
Flat fee option available for certain engagements at firm's discretion; fees quoted in advance and negotiable.
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001+: 0.75% annually
Fees for financial planning or consulting charged on a fixed or hourly basis; amounts negotiable and quoted in advance.
7300 West 110 Th Street, Suite 870
Overland Park, KS 66210
Kansas · Texas
The Etf Store
2008 - Present (18 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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