New Century Partners manages client portfolios using mutual funds and exchange-traded funds (ETFs), allocating assets based on individual client risk profiles. They offer personalized financial planning services covering investment planning, cash/debt management, estate planning, retirement planning, risk management, education planning, and tax planning. New Century Partners prefers clients to have a minimum of $250,000 to open an account, but may negotiate.
Fee Structure
New Century Partners charges a fee based on the value of your portfolio. The fee is calculated each quarter and can be paid directly or deducted from your account. The fees are negotiable and generally range from 0.75% to 1.5% per year. Client account fees can vary based upon unique client situations.