New Assets Investment Advisors offers investment advisory and portfolio management services to help clients meet their financial goals. They provide individualized asset allocation based on the client's risk tolerance and investment objectives, using a multi-asset investment strategy. They also offer research and due diligence on real estate investment trusts, 1031 Exchanges, and Delaware Statutory Trusts. New Assets Investment Advisors may also provide financial planning services.
Assets Under Management$52M
Clients92
Advisors1
Avg. per Client$570K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$30K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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