Leonard Golub is a CFA-designated registered investment advisor at New Capital Management, LP, based in Houston, TX, with 18 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 126 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $8.0M | 0.50% |
| $8.0M - $20.0M | 0.40% |
| $20.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees are not generally negotiable, but may be in rare circumstances. A $2,500 minimum annual fee applies to all households.
Fee Estimator
Location
3355 W. Alabama Street, Suite 275, Houston, TX, 77098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
New Capital Management, LP
Previous Registrations
New Capital Management, LP
State Registrations1 state
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