Newgrange Asset Management offers investment management services based on your individual goals, risk tolerance, and time horizon. Newgrange creates a plan to help select a portfolio that matches your specific situation. Financial planning services may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Newgrange generally limits its investment advice to mutual funds, equities, fixed income securities, ETFs, and real estate funds.
Assets Under Management$22M
Clients9
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $3.0M | 0.45% |
| $3.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...