New Horizons Wealth Management (NHWM) manages investment portfolios and provides financial planning services. Financial planning covers cash flow, college savings, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax strategies. NHWM tailors services to each client's situation and goals.
Assets Under Management$200M
Clients228
Advisors6
Avg. per Client$890K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.55% |
| $500K - $2.0M | 1.15% |
| $2M+ | 0.75% |
Annual fees are negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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