New Perspective Wealth Management offers investment management using a proprietary strategy, focusing on equities, exchange traded funds, and mutual funds. They provide discretionary investment management services through separately managed accounts. The firm also offers financial planning services, including comprehensive financial planning, estate planning, business planning, and educational planning. Financial planning involves face-to-face meetings, video calls, and ad hoc meetings with you and/or your other advisors (attorneys, accountants, etc.) as necessary.
Assets Under Management$5.1M
Clients25
Advisors1
Avg. per Client$200K
Avg. per Advisor$5.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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