New Albany Capital Partners manages investment portfolios for individual investors, high net worth individuals, charitable organizations, and retirement plans. Founded in 2007, New Albany Capital Partners operates with a value-oriented investment style, primarily utilizing exchange-traded funds, mutual funds, and individual stocks and bonds to build customized portfolios based on each client's specific risk tolerance and goals. The firm is led by John N. Lewis, who holds the Chartered Financial Analyst designation. New Albany Capital Partners acts in the best interest of its clients and does not accept commission-based compensation for buying or selling securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 0.75% |
Fees may be negotiated based on account size and complexity. Many clients are offered a flat rate of 1.00%.