Neumann Capital Management (NCM) is a wealth management firm offering two programs: Comprehensive Wealth Management and Essential Wealth Management. The Comprehensive program combines portfolio management, financial planning, and consultations. The Essential program is a more streamlined portfolio management service with limited financial consultation. NCM manages investments for individuals, high net worth individuals, trusts, and charitable organizations.
Assets Under Management$570M
Clients182
Advisors3
Avg. per Client$3.1M
Avg. per Advisor$190M
neumanncm.portal.tamaracinc.com ·www.neumanncapital.com ·www.linkedin.com/company/neumann-capital-manage...
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$9,000
Neumann Capital Management offers two investment management programs:
Comprehensive Wealth Management Program:
- The annual fee ranges from 0.50% to 0.90% of your portfolio's value, depending on the amount you invest.
- A minimum portfolio of $1,000,000 is required for new clients.
- There is a $9,000 minimum annual fee.
Essential Wealth Management Program:
- The annual fee is 0.90% of the value of your account, charged quarterly.
- A minimum of $5,000 market value per account is required.
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