New Street Advisors Group (NSAGL) provides ongoing portfolio management based on individual client goals, risk tolerance, and time horizon. NSAGL creates an Investment Policy Statement for each client. NSAGL also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. NSAGL generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), equities, crypto assets and, ETFs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are at a monthly rate of .1667% and may be negotiable at the sole discretion of the Advisor based on future contributions to the Client’s account and the overall relationship with the Advisor. Annualized rate is 2.0004%