Advisor at Novadius Wealth Management
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Firm
Novadius Wealth Management
Location
Overland Park, KS 66210
Credentials
CFA®
Industry experience
7 years
Steven Murray is a CFA® charterholder with seven years of industry experience. He is currently with Novadius Wealth Management and has previously worked at The ETF Store Inc., Creative Planning Inc., and Kansas City Life Insurance. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries, offering discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using exchange-traded funds, combining quantitative and fundamental analysis to tailor portfolios to clients’ objectives and risk tolerance.
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
The ETF Store Inc.
2020 - Present (6 years)
UnEmployed
2020 - 2020 (1 year)
Creative Planning Inc
2017 - 2019 (2 years)
Kansas City Life Insurance
1997 - 2017 (20 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
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