New Economy Capital Management LLC

Fee-Only (% of Portfolio)

New Economy Capital Management (NECM) offers investment management services, focusing on long-term capital appreciation and preservation through investments in stocks, bonds, and other publicly traded securities. NECM is a fee-only firm, meaning it doesn't receive commissions for buying or selling investments. Clients maintain control of their assets in their own accounts, and NECM places trades on their behalf with a power of attorney. NECM offers a long-term global growth strategy and custom portfolios tailored to individual client needs. Clients receive monthly valuation statements directly from the brokerage firms holding their assets.

Assets Under Management$92M
Clients15
Advisors1
Avg. per Client$6.1M
Avg. per Advisor$92M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable. For qualified investors, a profit sharing compensation structure is available and is negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

New Economy Capital Management LLC | TrueAdvisor