New Capital Management (NCM) is a registered investment advisor focusing on managing stock portfolios for single-family offices. NCM aims to achieve competitive returns compared to a blended benchmark. NCM does not offer financial planning advisory services. Client accounts may have restrictions on investments in certain sectors.
Assets Under Management$11M
Clients3
Advisors1
Avg. per Client$3.6M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable. There is a minimum annual fee of $1,250.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...