Newman Ladd Capital Advisors, LLC.
Assets Under Management
$93.1M
Number of Clients
214
Number of Advisors
2
Average Client AUM
$435K
AUM per Advisor
$46.5M
Compensation
Fee-Only (AUM)
About This Firm
Newman Ladd Capital Advisors, LLC. provides investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Services include investment advice, written recommendations, quarterly reports, and annual meetings. Fees are based on a percentage of assets under management.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $22.0M | 0.75% |
| $22M+ | 0.75% |
Fees are subject to negotiation.
Fee Estimator
You'll pay an annual fee based on the value of your account (see rates in table). For example, the first $250,000 is charged 1.5%. Fees are calculated quarterly, in advance. There is a minimum of $50,000 to start an advisory account. Fees are subject to negotiation. The firm may receive 12b-1 fees from certain load-waived mutual funds.
Areas of Practice
Location
5100 West Genesee Street, Camillus, NY, 13031