New Line Capital offers investment advice tailored to individual client needs. The firm manages investments for individuals, trusts, estates, charitable organizations, businesses, and retirement plans. New Line Capital offers both discretionary and non-discretionary accounts. The firm was formed in 2007 and is privately owned by David A. Nagler.
Assets Under Management$29M
Clients27
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$9.8M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Minimum annual fee of $10,000 may also be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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