WEALTH MANAGEMENT

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:

First $2,000,000

1.00%

Next $3,000,000

0.80%

Over $5,000,000

0.60%

FINANCIAL PLANNING

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:

Topics addressed

  • Retirement Income planning
  • Social Security optimization
  • Deadlines and options for Medicare
  • Required Minimum Distribution strategies
  • Insurance Analysis
  • Business planning and transition
  • Estate Planning
  • Family Governance

Please contact a Newpark for more information.