Newground Social Investment specializes in sustainable and responsible impact investing, helping individuals and institutions align their investment portfolios with their personal values, beliefs, or missions. Founded in 1994, Newground focuses entirely on environmental, social, and governance factors, offering customized portfolio allocation, security screening, impact investing, and proxy voting. Newground works with clients on wealth management needs such as retirement, inheritance, philanthropy, stock grants, and college savings. Portfolios for larger accounts typically use individual securities managed by specialized sub-advisors, while smaller accounts generally use mutual funds. Newground typically coordinates its services with other professionals like tax accountants and estate attorneys. Clients generally hold $1.5 million or more in investable assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.20% |
| $750K - $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $35.0M | 0.60% |
| $35.0M - $50.0M | 0.45% |
| $50M+ | 0.30% |
Fees are negotiable at the sole discretion of the firm. Sub-advisor fees and setup fees are separate.