N.E.W. Advisory Services, LLC
Assets Under Management
$1.3B
Number of Clients
4,347
Number of Advisors
14
Average Client AUM
$309K
AUM per Advisor
$95.8M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
N.E.W. Advisory Services, LLC provides tailored investment advisory services, including asset management, financial planning, and 401(k) advisory. They analyze client situations to determine suitable asset allocations and offer continuous portfolio management. Financial planning covers various areas, and retirement plan consulting assists plan sponsors with their fiduciary duties.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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.
Fee Estimator
Asset management fees are based on a percentage of your account value, as shown in the table. For accounts held directly with a product sponsor, a flat fee of 0.75% is charged. Financial planning fees are negotiable, with a maximum fixed fee of $3,000. 401(k) advisory fees are also negotiable and can be based on plan assets, a percentage, or a fixed fee, not to exceed $15,000 annually. You will also pay transaction fees, custodial fees, and fund management fees.
Areas of Practice
Location
2200 Dickinson Road, Unit 17A, De Pere, WI, 54115