Assets Under Management
$627.9M
Number of Clients
181
Number of Advisors
1
Average Client AUM
$3.5M
AUM per Advisor
$627.9M
Compensation
Fee-Only (AUM)
New Vernon Wealth Management acts as a discretionary investment adviser, managing client accounts based on individual goals, needs, risk tolerance, and tax considerations. They implement a value-based investment philosophy across various securities and asset classes. As of February 28, 2025, NV-WM managed approximately $627,902,105 of Client assets on a discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees may be negotiated.
799 Central Ave, Suite 350, Highland Park, IL, 60035