Newmyer Wealth Management offers investment advice on both discretionary and non-discretionary accounts, along with financial planning services. These services include cash management, debt management, and risk management. The firm tailors its services to each client's specific situation, risk tolerance, and investment objectives. Newmyer Wealth Management manages client assets and provides financial planning services.
Assets Under Management$43M
Clients78
Advisors1
Avg. per Client$550K
Avg. per Advisor$43M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1000K - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Minimum annual fee of $2,000 may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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