New Spring Financial Planning offers financial planning and investment management services. Financial planning includes advice on asset allocation, risk management, and portfolio analysis. Investment management is provided on a non-discretionary or discretionary basis, using stocks, bonds, mutual funds, and insurance products. Clients receive customized advice based on their individual needs and goals.
Assets Under Management$54M
Clients56
Advisors1
Avg. per Client$960K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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