Assets Under Management
$93.1M
Number of Clients
214
Number of Advisors
2
Average Client AUM
$435K
AUM per Advisor
$46.5M
Compensation
Fee-Only (AUM)
Newman Ladd Capital Advisors, LLC provides investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Services include investment advice, recommendations, quarterly reports, and meetings.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $22.0M | 0.75% |
| $22M+ | 0.75% |
All fees are subject to negotiation.
5100 West Genesee Street, Camillus, NY, 13031