New Age Alpha Advisors (NAA) manages investments for private funds, institutional investors, and high net worth individuals. NAA uses its own investment approach for equity and fixed income strategies. For individual clients, NAA works with them to set investment goals and adjust the strategy as needed. NAA also licenses its investment methods to other firms.
Fee Structure
New Age Alpha Advisors (NAA) provides investment management services to separately managed accounts (SMAs). The annual fee ranges from 0.20% to 0.65% of the value of your portfolio. The exact fee depends on the investment strategy used, the size of your account, and your relationship with NAA. Fees are negotiable, and NAA may reduce or waive them. Fees are calculated monthly and charged monthly or quarterly.