N.E.W. Advisory Services, LLC — Contact Email, Phone & Team

Overview

N.E.W. Advisory Services, LLC is a U.S.-based investment advisory firm specializing in asset management and financial consulting services. The firm offers customized asset allocations based on clients' financial goals and risk tolerance, utilizing mutual funds and ETFs for managed accounts. Their services include financial planning, portfolio management, and 401(k) advisory services. Fees are negotiable and may include transaction fees and other charges. The firm emphasizes long-term investment strategies and conducts economic, fundamental, and technical analysis. Clients have the option to participate in annual reviews and set thresholds for triggering events. N.E.W. Advisory Services, LLC does not maintain custody of client assets and receives benefits from participating in Schwab's institutional program. The firm may aggregate transactions for best execution and cost reduction. Clients receive account statements directly from the custodian and can grant discretionary authority to the firm. N.E.W. Advisory Services, LLC has a code of ethics, discloses potential conflicts of interest, and provides information on financial industry activities and affiliations. The firm's financial stability ensures its ability to meet client commitments. N.E.W. Advisory Services, LLC does not have a bankruptcy history and does not require prepayment exceeding $1,200.

Portfolio Companies

AppleMicrosoftAmazonFacebookAirbnbUberGoogleSamsungQualcommPayPalNvidiaTeslaIntelSalesforceLyftNetflixAdobeOracleCisco

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Frequently asked questions about N.E.W. Advisory Services, LLC

What sectors does N.E.W. Advisory Services, LLC invest in?

N.E.W. Advisory Services, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Wisconsin, United States. N.E.W. Advisory Services, LLC is listed as a other in the ConnectSafely investor database.