New Perspectives, Inc. offers financial planning and investment management services to individuals, small businesses, and institutional clients. The firm tailors its services to each client's objectives and risk tolerance. Clients can specify restrictions on investments. New Perspectives manages client investments on a discretionary basis.
Assets Under Management$290M
Clients473
Advisors4
Avg. per Client$610K
Avg. per Advisor$72M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. A minimum annual fee of $2,500 may be charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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