New Wave Financial Services provides financial planning and investment management services. They offer ongoing financial advising, which includes financial planning, investment management, tax planning, and tax preparation. Financial planning is also offered on a standalone basis, excluding portfolio management, tax planning, and income tax preparation. Portfolio management is only available with ongoing financial advising.
Assets Under Management$120M
Clients69
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.35% |
| $5M+ | 0.25% |
If Altruist Model Marketplace is used, an additional fee of 0.12% to 0.40% annually will be charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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