NewLeaf Wealth Management provides investment management services, both discretionary and non-discretionary, and consulting services to individuals and retirement plan sponsors. Investment management services are tailored to each client's goals, risk profile, and time horizon. NewLeaf Wealth Management also offers consulting on the investment, administrative, and educational aspects of retirement programs.
Assets Under Management$27M
Clients37
Advisors1
Avg. per Client$730K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Minimum quarterly fee is $625. Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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