Newpark Wealth Management (NWM) manages investment portfolios based on clients' individual needs and goals. NWM offers investment advisory services through third-party money managers. NWM also provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. NWM tailors services to each client's situation and investment policy.
Fee Structure
Newpark Wealth Management's investment management fees are based on a percentage of the value of your portfolio, up to 1.50% per year. The firm may negotiate fees depending on your needs and the complexity of your situation. Fees are paid quarterly, in advance, based on the market value of your portfolio on the last day of each quarter. If you end the relationship, fees will be adjusted based on the number of days services were provided.