New Dimensions Wealth Management is a registered investment advisor that provides personalized financial planning and investment management services primarily for individuals and high-net-worth clients. Founded in 2009 and based in Allen, Texas, the firm operates as a fee-only practice, meaning they do not sell commissioned products or accept commissions and finder's fees. New Dimensions focuses on building globally diversified portfolios using low-cost, passively managed mutual funds and exchange-traded funds, generally avoiding individual stocks and bonds. Their services include comprehensive financial planning covering cash-flow management, tax planning, insurance reviews, retirement planning, and estate planning. Clients who sign up for financial planning are required to pay a one-time fee, but those who choose to implement their plan through New Dimensions and use their investment management services receive ongoing financial planning at no additional cost. New Dimensions manages all client accounts with the authority to make trades without asking first, guided by the objectives established during the financial planning process.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $1.5M | 0.40% |
| $1.5M+ | 0.30% |
Firm charges a minimum quarterly fee of $1,500 ($6,000 annually). Fees are negotiable at the firm's discretion.
