New Wave Wealth Advisors manages investment portfolios and offers financial planning and consulting services. Financial planning covers areas like retirement, tax, education, and estate planning. They also offer retirement plan consulting for employer-sponsored plans. NWWA can recommend third-party money managers. Specific advice is tailored to each client's financial situation.
Assets Under Management$390M
Clients516
Advisors6
Avg. per Client$750K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset management fees are negotiable up to 2.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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