NewGen Wealth Creation provides financial planning and investment management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and businesses. The firm offers comprehensive financial planning, life/wealth coaching, and one-time financial checkups. Financial planning covers areas like business planning, net worth analysis, retirement planning, tax strategies, and estate planning. Investment management involves creating and managing portfolios based on clients' goals and risk tolerance.
Assets Under Management$6.1M
Clients19
Advisors1
Avg. per Client$320K
Avg. per Advisor$6.1M
www.nwcwealth.com ·www.tiktok.com/@newgenwealthcreation?lang=en ·www.threads.net/@newgenwealthcreation
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The 1.0% AUM fee applies to the Comprehensive Wealth Planning service. The Life/Wealth Coaching service has a flat annual fee of $2,496 for clients with assets under $500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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