Newman Dignan & Sheerar offers investment advisory services where they manage your investments. They also offer limited consultation services on investment and non-investment related matters. For individual clients, financial planning and consulting services are generally included with investment advisory services. The firm primarily invests client assets in individual stocks and bonds, mutual funds, and exchange traded funds. They also offer retirement plan consulting services to plan sponsors.
Assets Under Management$670M
Clients471
Advisors6
Avg. per Client$1.4M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
The fee for portfolios over $10,000,000 is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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