Newman’s Financial Planning (NFP) offers investment management services tailored to individual client needs. They develop investment plans based on client goals, risk tolerance, and time horizons. NFP also provides financial planning services, including college savings, employee benefits optimization, estate planning, insurance review, retirement planning, risk management, and tax planning strategies. Comprehensive financial planning is available for a monthly retainer fee.
Assets Under Management$94M
Clients182
Advisors1
Avg. per Client$520K
Avg. per Advisor$94M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $750K | 0.75% |
| $750K - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
There is no charge for investment management for clients with investment management assets under $20,000. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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