New Day Wealth Management provides investment advice to individuals and small businesses. New Day offers portfolio management services, including portfolio design and implementation through the purchase and sale of securities. Clients can set restrictions on the types and amounts of securities. New Day works with other firms to provide some services and aims to provide objective advice without product sales bias.
Assets Under Management$360K
Clients8
Advisors2
Avg. per Client$44K
Avg. per Advisor$180K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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