Newfront Retirement Services, INC.
Assets Under Management
$649.3M
Number of Clients
63
Number of Advisors
21
Average Client AUM
$10.3M
AUM per Advisor
$30.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Newfront Retirement Services offers plan advisory and consulting services, including establishing plan needs, developing investment policy statements, and identifying asset classes. They provide non-discretionary and discretionary investment advisory services under ERISA. They also offer plan provider search and analysis, education for plan participants, and comprehensive 401(k) and 403(b) services.
Fee Structure
Fees are negotiated with the client and are based on a percentage of plan assets under management, a fixed dollar amount, or a combination of both. Fixed dollar fees will not exceed $300,000 per year and asset-based fees will not exceed 2% annually. The firm may charge a plan onboarding fee not to exceed $50,000. Additional consulting services will be billed at either an hourly rate not to exceed $500 per hour, or as a flat fee.
Areas of Practice
Location
777 Mariners Island Blvd, Suite 250, San Mateo, CA, 94404