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The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A - PW NOVA FINANCIAL SERVICES, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does PW Nova Financial Services use?","answer":"PW Nova Financial Services’ separately managed account assets are held at Trade-PMR Inc. (Gainesville, FL), with $359M and Charles Schwab & Co., Inc. (Westlake, TX), with $296M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does PW Nova Financial Services have?","answer":"PW Nova Financial Services has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does PW Nova Financial Services invest in?","answer":"At the end of its last fiscal year, PW Nova Financial Services’ separately managed accounts held 34% exchange-traded equities, 30% registered funds (mutual funds, ETFs, BDCs), 15% U.S. government and agency bonds, 9% cash and equivalents, 5% state and local bonds, 5% investment grade corporate bonds, 2% other and 1% derivatives. 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