New Horizon Wealth Planning provides financial planning and investment management services. They offer financial planning for education, retirement, investment, and estate planning. For clients who only want financial planning, New Horizon Wealth will create, monitor, and update the plan for an hourly fee. For clients who choose New Horizon Wealth to manage their assets, they offer a one-time comprehensive financial plan.
Assets Under Management$1.6M
Clients4
Advisors1
Avg. per Client$390K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K+ | 1.00% |
Management fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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