New Heights Planning provides investment management and financial planning services. NHP works with clients to understand their financial situation, goals, and risk tolerance. NHP may direct client assets to independent managers. NHP offers an initial comprehensive financial plan that includes income, education, charitable, retirement, and estate planning. Financial planning is included and clients are not charged a separate fee.
Assets Under Management$73M
Clients32
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$73M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$16,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.2M | 1.20% |
| $1.2M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable. Minimum annual fee of $16,200 per household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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