Fee Schedule

Individual Discretionary and Non-Discretionary Accounts

New Capital Management, LLC fee schedule for Individual Discretionary and Non-Discretionary Accounts
with a Core or Growth mandate is:

  • First $5 million @1.25% of assets
  • Next $5 million @.80% of assets

There is an account minimum of $1,000,000 and a minimum annual fee of $1250.00.
(Please see ADV Form Part 2A Item 5).