New Light Financial offers investment management services where they make investment decisions for you based on your goals and risk tolerance. They also offer financial planning, which can include advice on retirement, risk management, tax strategies, and investments. New Light also provides educational workshops on personal finance topics.
Assets Under Management$27M
Clients94
Advisors1
Avg. per Client$290K
Avg. per Advisor$27M
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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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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