New Talents Financial Services is a registered investment advisor providing portfolio management and related financial planning services to individuals, high net worth individuals, and family trusts. New Talents Financial Services uses strategic asset allocation, diversified portfolio construction, and long-term investment strategies tailored to each client's time horizon, risk tolerance, and tax situation. New Talents Financial Services operates on a fee-only basis, charging either a percentage of assets under management or performance-based fees for qualified clients. New Talents Financial Services manages portfolios without taking custody of client assets, utilizing independent broker-dealers as custodians.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.00% |
| $250K+ | 0.75% |
Qualified clients may elect performance-based fees instead of assets under management fees. Performance fees are 20% of profits less the average federal funds rate for the year. Fees are billed annually and may be discounted at the firm's discretion.