New Green Capital offers investment management and financial consulting and planning services. They work with individuals, non-profit organizations, and companies. The firm starts by understanding client needs and objectives, then discusses strategy options. They recommend a mix of stocks, exchange traded funds, or mutual funds and rebalance the portfolio as needed. They also offer a complimentary financial scenario analysis and goal tracking service.
Assets Under Management$380K
Clients2
Advisors1
Avg. per Client$190K
Avg. per Advisor$380K
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Fees are negotiable. Performance-based fees are also available for qualified clients, typically at 30% of the amount by which the return of the Entrusted Assets exceeds the price return of S&P 500 Index. The benchmark index is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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