New Frontier Wealth Management offers investment advice to individuals and high-net-worth individuals, primarily through engaging third-party money managers. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, retirement planning, and estate planning. The firm is fee-based and does not sell commissioned products. The owner is affiliated with an insurance business, which presents a conflict of interest that is mitigated by disclosures and a fiduciary duty to clients.
Assets Under Management$24M
Clients28
Advisors2
Avg. per Client$870K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees are negotiable. Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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