Newfront Retirement Services, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Newfront Retirement Services offers retirement plan consulting services to public and private corporations. They help establish plan needs, develop investment policy statements, and identify asset classes and vendors. Newfront offers both non-discretionary and discretionary investment advisory services under federal retirement plan rules. They also provide plan provider search and analysis, educational support for plan participants, and comprehensive 401(k) and 403(b) services.

Assets Under Management$1B
Clients106
Advisors22
Avg. per Client$9.8M
Avg. per Advisor$47M

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $500/hr
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Location

22 Advisors at this firm

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Newfront Retirement Services, INC. | TrueAdvisor