NewCorp Wealth Management offers investment advice tailored to clients’ needs, including asset allocation strategies for investments like stocks, bonds, and mutual funds. They also provide financial planning consulting services covering risk management, investment planning, estate planning, and financial decision-making. NewCorp offers both discretionary and non-discretionary investment advisory services through managed account programs.
Assets Under Management$180M
Clients208
Advisors2
Avg. per Client$850K
Avg. per Advisor$89M
www.newcorpwealth.com ·www.linkedin.com/in/jnewsome-ria-newcorp ·www.linkedin.com/in/lance-newsome-cfp%c2%ae-b20...
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.05% |
Fees are negotiable based on factors such as account size and related household accounts.
Fee Estimator
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Estimated Annual Fee
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