New Dimensions Investment Company offers investment advice, primarily investing in individual stocks, mutual funds, and fixed-income securities. They also provide financial planning services, recommending how to allocate savings for goals like home down payments, college, and retirement. Clients give New Dimensions Investment Company the authority to make investment decisions for them.
Assets Under Management$14M
Clients4
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...