Newman Ladd Capital Advisors provides investment advice and recommendations to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Services include investment advice, written recommendations, quarterly reports, and annual meetings. Fees are based on a percentage of the value of your portfolio.
Assets Under Management$110M
Clients206
Advisors2
Avg. per Client$520K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $22.0M | 0.75% |
| $22M+ | 0.75% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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