Newcomb Financial Advisors offers personalized financial planning and investment management. This includes helping clients with financial goals, cash flow, tax planning, insurance, education funding, retirement, and estate planning. Newcomb Financial Advisors is a fee-only firm, meaning it doesn't sell financial products or receive commissions.
Assets Under Management$14M
Clients14
Advisors1
Avg. per Client$990K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.60% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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