New Century Financial Group, LLC
Assets Under Management
$192.9M
Number of Clients
894
Number of Advisors
12
Average Client AUM
$216K
AUM per Advisor
$16.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
New Century aims to help clients achieve financial independence by providing a range of financial, retirement, and estate planning services. They offer financial planning, consulting, investment, and wealth management services, tailored to individual client needs and risk tolerance. They utilize various investment programs through Osaic Wealth, Inc., including Advisor Managed Portfolios, Model Portfolios, and Wealth Managed Account Program.
Fee Structure
New Century charges fees for financial planning and consulting, ranging from $500 to $5,000 on a fixed fee basis or $100 to $400 hourly. Investment management and wealth management fees are based on a percentage of assets under management, varying between 0.25% and 2.75% annually. These fees are generally exclusive of brokerage commissions and other related costs. Fees may be negotiable based on certain criteria.
Areas of Practice
Location
One Airport Place, Suite 3, Princeton, NJ, 08540