New Perspectives, Inc.
Firm details
- Headquarters
- Ridgeland, Mississippi
- CRD number
- 113925
- Registered since
- March 30, 2018
- Website
- www.newper.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.67%
- Individuals30.89%
- Charitable Organizations2.44%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
New Perspectives, Inc. is an independent, SEC-registered advisory corporation that provides fee-based wealth management and financial planning. The firm serves individual and family clients as well as some institutional mandates, focusing on financial planning and portfolio management for individuals and small businesses. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements, and it does not position itself as an ESG-focused manager. New Perspectives is owner-operated rather than part of a larger network or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities5%
- Private Funds1%
- Cash & Cash Equivalents1%
- Other1%
Contacts
3 of 4
Nancy Anderson
Financial Advisor / PresidentCRD 2106600
James Gerhart
Client Service AdministratorCRD 8193638
Joshua Taff
Associate Product ManagerCRD 6009566
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$399M in ETFs
46%
$182M
<1%
$218M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WEITZ CORE PLUS BOND ETF (WCPB) | $78.4M | 3,091,982 | 19.63% |
Location
Ridgeland, MS
Madison
Location
Ridgeland, MS
Headquartered in Ridgeland, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.
- Metro area
- Jackson-Vicksburg-Brookhaven, MS
- Region
- South
- County
- Madison
- Address
- 303 Highland Park Cv
- Time zone
- CT (UTC-6)
- Office locations
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