N.e.w. Advisory Services LLC
N.E.W. Advisory Services, LLC is a SEC-registered investment advisory firm headquartered in De Pere, Wisconsin, founded in 2017. The firm specializes in providing financial advice and wealth management solutions to individuals and institutions, employing around 23 people. They operate as a fiduciary, emphasizing transparency in their fee structure and are regulated by the SEC.
Investment Strategy
N.E.W. Advisory Services, LLC primarily applies a client-centric approach, tailoring investment solutions according to individual financial objectives and risk profiles. Their advisory model leverages a combination of actively managed and passive strategies across diversified asset classes, focusing on fee transparency and fiduciary responsibility. The firm offers both percentage-based advisory fees, fixed fees, and commissions depending on client needs, and seeks to act in clients’ best interests.
Top Holdings
Equity Positions (836)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 19.18% | $197.6M | 650,245 | $236.92 | $303.93 | -$9.6M |
S SPYV | SPDR SER TR | 6.97% | $71.8M | 1,372,477 | $44.79 | $52.34 | -$25.2M |
S SPLG | SPDR SER TR | 6.41% | $66.1M | 908,809 | $42.45 | $72.69 | -$3.7M |
I IAGG | ISHARES TR | 5.26% | $54.2M | 1,061,276 | $52.50 | $51.09 | -$1.4M |
J JPST | J P MORGAN EXCHANGE TRADED F | 5.06% | $52.2M | 1,029,052 | $50.56 | $50.68 | -$2.7M |