New Life Financial provides investment and financial planning services. They customize portfolios based on client objectives, using a tactical allocation strategy to reduce risk and increase performance. They may use mutual funds, variable life insurance, and variable annuities. New Life does not manage wrap fee programs.
Assets Under Management$3M
Clients27
Advisors2
Avg. per Client$110K
Avg. per Advisor$1.5M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 3.00% |
| $200K - $400K | 1.50% |
| $400K - $600K | 1.00% |
| $600K+ | 0.75% |
Fees may be reduced or waived for directors, officers, and employees of New Life at the discretion of management. These fees may be negotiated by New Life.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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