New Vernon Wealth Management manages investments for clients based on their individual goals, risk tolerance, and time horizon. They use a value-based investment approach, considering a mix of stocks, bonds, and cash. They may also agree to specific investment restrictions requested by the client. NV-WM strives to implement a forward-looking, value based investment philosophy across a broad range of securities and asset classes, with a focus on the risk/return profile of each Client.
Assets Under Management$630M
Clients181
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$630M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees may be negotiable. Clients referred by third parties may be charged up to 1.50% more per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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