New View Financial offers financial planning and investment management services. Financial planning includes retirement, taxes, education funding, and wealth accumulation. Investment management is customized based on client profile, financial objectives, and risk tolerance, typically using mutual funds and exchange traded funds. New View Financial does not participate in wrap fee programs and does not take custody of client securities.
Assets Under Management$22M
Clients95
Advisors1
Avg. per Client$230K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum advisory fee is 1.00% per annum.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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