New Wave Wealth Advisors
Assets Under Management
$315.0M
Number of Clients
459
Number of Advisors
6
Average Client AUM
$686K
AUM per Advisor
$52.5M
Compensation
Fee-Only (AUM)
About This Firm
New Wave Wealth Advisors LLC offers asset management with ongoing supervision, and complimentary financial planning and consulting services covering various financial goals. They also provide retirement plan consulting as a 3(21) fiduciary. Specific recommendations depend on individual client's financial situation and risk tolerance.
Fee Structure
Fees for asset management and retirement plan services are negotiable, up to 2.50% of assets. Asset management fees are billed monthly in advance, based on the prior month's asset value. Clients are responsible for third-party fees. The agreement can be terminated with 30 days' written notice, with prompt refund of unearned fees.
Areas of Practice
Location
4403 S Thompson St, Ste 1, Springdale, AR, 72764