New Wave Financial offers portfolio management services tailored to individual client goals and risk tolerance. They create an Investment Policy Statement for each client. They may also recommend third-party money managers. Financial planning services cover investment, insurance, tax, retirement, college, and debt/credit planning. New Wave Financial generally advises on mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, and other securities.
Assets Under Management$280K
Clients5
Advisors1
Avg. per Client$56K
Avg. per Advisor$280K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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