NewAge Advisors provides investment management and financial planning services. They work with clients to understand their financial situation, goals, and risk tolerance. NewAge Advisors offers financial planning on multiple topics, portfolio management through the Lifestyle Select™ Asset Management Platform, and advice on individual retirement plans. They also manage held-away assets through a third-party platform.
Assets Under Management$15M
Clients16
Advisors1
Avg. per Client$940K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
These fees are for the Private Client Group (PCG). The Federal Client Group (FCG) pays 0.60% regardless of assets. Fees are negotiable based on account size or multiple accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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