New World Advisors offers customized investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and charitable organizations. New World creates investment strategies using low-cost, diversified mutual funds and exchange-traded funds (ETFs), and may also use individual stocks, bonds, or options. The firm also offers financial planning services covering areas like retirement, education savings, and charitable giving. New World may recommend unaffiliated investment managers.
Fee Structure
New World Advisors charges a percentage of your portfolio annually for investment management services. The exact percentage ranges from 0.50% to 2.00% depending on the complexity of your situation, the amount you invest, and your overall relationship with New World. Fees are negotiable.