New Century Advisors offers investment management services, primarily using separate accounts. They manage fixed-income and US Small Cap Equity portfolios. They work with clients to determine risk and return objectives, define asset allocation, and select specific securities. New Century Advisors also provides investment management services to clients in wrap fee programs sponsored by a bank or broker-dealer.
Assets Under Management$4B
Clients40
Advisors1
Avg. per Client$99M
Avg. per Advisor$4B
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$100,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.35% |
| $50.0M - $100.0M | 0.25% |
| $100.0M - $150.0M | 0.20% |
| $150M+ | 0.15% |
Fee schedule is for Short –Duration Plus, Core Bond and US TIPS Strategies. For accounts that have less than $25 million, the management fee may be higher than the stated schedules. Fee schedules and minimum balances are individually negotiated in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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