Anew Advisors offers investment management services on both a discretionary and non-discretionary basis. Anew helps clients determine their investment goals, risk tolerance, and time horizon, then creates a tailored investment strategy. Anew may also use independent managers to manage a portion of client assets. Anew also provides fixed fee engagements for limited scope work. Anew also offers retirement plan services, including plan design, asset selection, and fiduciary due diligence.
Assets Under Management$68M
Clients141
Advisors2
Avg. per Client$480K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.65% |
| $2.5M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.35% |
First responders may receive a discounted rate, and fees are generally negotiable at the Firm’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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