Newhouse Integrated Financial Advisors (NIFAL) provides ongoing portfolio management based on individual client goals and risk tolerance. NIFAL creates an Investment Policy Statement for each client. NIFAL also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. NIFAL generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds, venture capital funds and private placements.
Assets Under Management$30M
Clients5
Advisors1
Avg. per Client$6M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable based on client type, complexity, and services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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