Ninth Eternity Asset Management (NEAM) provides wealth management services, including financial planning and investment portfolio management. NEAM allocates client assets among mutual funds, exchange-traded funds (ETFs), and independent investment managers. NEAM also offers financial planning and consulting services on a stand-alone basis, covering areas like business planning, cash flow forecasting, and retirement planning. NEAM also provides retirement plan consulting services to qualified employee benefit plans.
Assets Under Management$220M
Clients12
Advisors1
Avg. per Client$18M
Avg. per Advisor$220M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1M+ | 0.80% |
NEAM may negotiate a different fee rate for certain client holdings. Minimum quarterly fee of $1,250.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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