New Albany Capital Partners, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

New Albany Capital Partners (NACP) is a registered investment advisor offering investment management services. NACP provides discretionary management of investments for non-profit organizations and individual investors. NACP may also provide defined contribution plan advisory and consulting services on a non-discretionary basis. NACP does not accept commissions.

Assets Under Management$76M
Clients22
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$76M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1M+0.75%

All fees may be negotiated based upon the size and complexity of client accounts.

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Location

1 Advisors at this firm

New Albany Capital Partners, LLC | TrueAdvisor