New Amsterdam Wealth Planning provides ongoing investment management and financial planning services. Investment management involves continuous supervision of client accounts, while financial planning covers topics like retirement, education, and portfolio review. NAWP requires a written agreement before providing services and will gather information to determine your financial situation and investment objectives.
Assets Under Management$66M
Clients52
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$66M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.5M | 1.25% |
| $1.5M+ | 1.25% |
Fees are negotiable above $1,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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