New Capital Management (NCM) offers investment management and wealth management services, primarily using institutional no-load, low-expense mutual funds. NCM focuses on diversified portfolios, including equity, fixed income, real estate, and commodities. NCM also provides advisory services in estate planning, insurance planning, tax and accounting, education planning, charitable planning, real estate, business planning, and career/retirement planning. NCM does not receive commissions or third-party payments.
Assets Under Management$470M
Clients126
Advisors1
Avg. per Client$3.7M
Avg. per Advisor$470M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $8.0M | 0.50% |
| $8.0M - $20.0M | 0.40% |
| $20.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees are not generally negotiable, but may be in rare circumstances. A $2,500 minimum annual fee applies to all households.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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