Newell Financial Services provides investment management services to individuals, high net worth individuals, pension and profit sharing plans, and businesses. Newell Financial Services assesses clients' current holdings and constructs an investment portfolio using stocks, ETFs, and mutual funds. Newell Financial Services performs ongoing reviews of investment performance and adjusts client holdings as needed.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.45% |
Fees may be negotiable on an individualized basis. Clients may also pay fees charged by models used on the custodial platforms, which generally range from 0.45% to 0.60%. The combined model fees and advisory fees will not exceed 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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