NewLeaf Wealth Management, LLC is an independently owned investment advisory firm founded in 2013 and operating since 2014, led by David M. Gold in San Ramon, California. The firm offers discretionary and non-discretionary investment management, as well as consulting services for individuals and retirement plan sponsors. NewLeaf Wealth Management tailors portfolios to each client's goals, time horizon, liquidity needs, and risk tolerance, utilizing a globally diversified mix of mutual funds, exchange-traded funds, closed-end funds, stocks, bonds, separately managed accounts, and alternative investments. In addition to individual wealth management, NewLeaf Wealth Management consults on retirement programs such as 401(k), 403(b), profit-sharing, pension, and SEP accounts. The firm charges fees based on a percentage of assets under management, hourly rates, or fixed fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiated on a client-by-client basis. Minimum quarterly fee of $625 applies.