New Horizon Retirement Advisors (NHRA) provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. NHRA creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. NHRA generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities and ETFs. NHRA may request authority to make trades without asking first, but also offers non-discretionary portfolio management.
Assets Under Management$10M
Clients50
Advisors2
Avg. per Client$210K
Avg. per Advisor$5.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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