New Dimensions Wealth Management provides personalized financial planning and investment management services to individuals and high-net-worth individuals. Financial planning covers topics like financial objectives, cash flow, tax planning, insurance, education funding, retirement, and estate planning. Investment management includes portfolio design and monitoring, managing accounts on a discretionary basis. New Dimensions primarily uses low-cost, passively managed investment funds.
Assets Under Management$150M
Clients105
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$77M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $1.5M | 0.40% |
| $1.5M+ | 0.30% |
New Dimensions has the discretion to negotiate fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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