NewSong Capital Management provides investment management and financial planning services. They tailor their advice to individual client needs, considering investment objectives, risk tolerance, and income needs. NewSong offers advice on various asset classes, including stocks, mutual funds, cryptocurrencies (Bitcoin and Ethereum), and fixed income instruments. Financial planning services include reviewing a client's financial position and making recommendations on how to manage their resources.
Fee Structure
NewSong Capital Management charges an annual fee of up to 1.50% of the value of your portfolio. This fee is negotiated with each client based on factors like the amount of assets managed and the services provided. Fees are billed monthly in arrears, and you can choose to have them deducted from your account or pay via invoice.