Independent financial guidance
NewWave Advisors
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Current priorities

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Plan high-net-worth individuals decisions.

Keep and sponsors of pension or profit-sharing plans. connected to the broader plan.

Investment management | 0.85% of assets under management annuallyComprehensive financial planning | $6,000 per year

Business owner planning | $7,500 fixed engagement

White woman investment lead in graphite tailoring sits with a closed policy folio beside blank allocation and risk markers in a Charleston courtyard studio.
Published plainlyThe same schedule disclosed in our ADV.

Clear responsibilities

A defined scope for the advice.

Investment management | 0.85% of assets under management annually

Comprehensive financial planning | $6,000 per yearBusiness owner planning | $7,500 fixed engagement

Connect each recommendation to a practical next step.

Three advisors confer across separate work stations in a softly lit Charleston conservation studio
One relationshipA coordinated team, not a stack of separate invoices.

Connected choices

Create a clear sequence.

    Independent advice

    Move priorities forward.

    Coordination

    Publishing the schedule makes the trade-off visible. The fee should be understood in the same frame as the work it pays for.

    Practical guidance

    Focus on what matters.

    Your next decision

    Know the scope and fee before deciding.

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    Fees | NewWave Advisors