Assets Under Management
$1.3B
Number of Clients
4,347
Number of Advisors
14
Average Client AUM
$309K
AUM per Advisor
$95.8M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
N.E.W. Advisory Services provides asset management, financial planning, and 401(k) advisory services. They customize asset allocations based on client goals and risk tolerance, primarily using mutual funds and ETFs. Financial planning covers various areas, and clients are responsible for updating their plans.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.40% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.13% |
| $3.0M - $4.0M | 1.11% |
| $4.0M - $5.0M | 1.09% |
| $5.0M - $7.5M | 1.05% |
| $7.5M+ | 1.00% |
Fees are negotiable.
2200 Dickinson Road, Unit 17A, De Pere, WI, 54115