New Horizon Financial Strategies (NHFS) provides financial planning and investment advisory services. This includes full financial planning, limited financial planning, and investment advice. NHFS manages investment portfolios on a non-discretionary and discretionary basis through Charles Schwab & Co., Inc., American Funds Distributors, Inc., and AssetMark. NHFS also offers retirement plan services to retirement plan sponsors and individual participants.
Fee Structure
NHFS offers investment management through the AssetMark Platform and the NHFS Schwab Private Client Model Program. The AssetMark Platform fees are determined by AssetMark. The NHFS Schwab Private Client Model Program charges a maximum fee of 1.6% of your investments, deducted quarterly. NHFS also offers an asset allocation and rebalancing program for TIAA-CREF and Fidelity clients with a maximum fee of 1.6%. These fees may be negotiable.