Wealth Management fees start at 1.0% for the first $2,000,000 and go down from there based on assets under Newpark advisement. This service includes ongoing Financial Planning and is best suited for families with investable assets starting at $500,000.
Please see below for more details:
Financial Planning engagements are conducted for a flat fee and typically including discovery and 2-3 meetings. Engagements and fees will vary depending on the scope and complexity of your financial situation.
Please see below for topics addressed:
Please contact a Newpark for more information.