N.E.W. Advisory Services provides customized investment advice and financial planning to individuals, trusts, estates, foundations, and company retirement plans. Services include creating investment plans, managing assets, and providing financial planning advice. N.E.W. Advisory Services uses mutual funds and exchange traded funds (ETFs) to manage client portfolios.
Assets Under Management$1.3B
Clients4,347
Advisors14
Avg. per Client$310K
Avg. per Advisor$96M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.40% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.13% |
| $3.0M - $4.0M | 1.11% |
| $4.0M - $5.0M | 1.09% |
| $5.0M - $7.5M | 1.05% |
| $7.5M+ | 1.00% |
Fees are negotiable. For accounts held directly with a product sponsor, N.E.W. Advisory Services charges a flat 0.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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