Newell Wealth Management offers several service models: Advice +, Signature Service, and Annual Pass. These include financial planning, investment management, and collaboration with other professionals. They also offer project-based financial planning for specific needs. Newell Wealth Management manages investment portfolios based on client goals and risk tolerance, and provides ongoing advice.
Fee Structure
Newell Wealth Management offers investment management as part of its Advice +, Signature Service, and Annual Pass models. Fees vary depending on the service and the amount of your investments.
Advice +: 1.00% of your portfolio. This is in addition to a flat financial planning fee of $1,800 - $6,000 per year.
Signature Service: Fees range from 0.25% to 1.50% of your portfolio, subject to a $6,000 minimum annual fee.
Annual Pass: Fees range from 0.20% to 1.00% of your portfolio, subject to a $10,000 minimum annual fee.