New Century Partners (NCP) provides investment advice to pension and profit-sharing plans and other institutions. NCP primarily invests in mutual funds, corporate debt, U.S. government securities, private venture capital and equity funds, commercial paper, and certificates of deposit. NCP tailors its services to each client's financial situation and investment objectives, contacting them quarterly to discuss any changes. For one pension plan client, NCP selects mutual funds and creates model portfolios, but the plan participants make the actual investment decisions.
Assets Under Management$1B
Clients3
Advisors1
Avg. per Client$350M
Avg. per Advisor$1B
Fee Structure
Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable and range from 0.10% to 0.50% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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