New Green Capital, LLC fees and pricing

Financial planner in Wallingford, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 5, 2024, New Green Capital, LLC charges $120 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2024. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“Fees & Compensation New Green Capital management fee is negotiable either solely based on client assets under management (“AUM”) or performance pay or a combination of both.”
“Such fees will be due and payable monthly or at the end of the project, whichever comes first.”
“Fees are based on an annual cycle but are calculated and assessed quarterly and reconciled annually, in arrears.”

Its hourly rate of $120 is below the Pennsylvania median of $250. 4% of the 267 other Pennsylvania planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2016 (10 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 1
Employees: 1
Works with: Individuals and other
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $375,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 281784
Phone: (215) 704-6539

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.