Newbore Wealth Management provides investment management, where they manage your investments on an ongoing basis, and financial consulting services, which include advice on topics like tax planning, asset allocation, retirement planning, estate planning, insurance, cash flow, education, executive compensation, and business succession. You can hire them for either service individually or combine them for a more comprehensive approach.
Assets Under Management$160M
Clients494
Advisors2
Avg. per Client$330K
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Fees may be negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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