Firm
New Asset Investment Advisor
Milpitas, California
Fee-only
New Asset Investment Advisor at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 92 individual clients, 14 of them high net worth.
- Its average account is about $292,000 (assets it manages divided by its 179 accounts).
- Its website says it's taking new clients.
- Advice is offered in Chinese and English.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Milpitas, California |
|---|---|
| Website | new-assets.com |
| Phone | (408) 520-9558 |
New Asset Investment Advisor fees
New Asset Investment Advisor doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, percentage of assets, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Performance-based fees |
|---|---|
| Assets managed | $52 million |
| Individual clients | 78 |
| High-net-worth clients | 14 |
| Accounts managed | 179 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 167341 |