Advisor at New Day Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
New Day Wealth Management, LLC
Location
Sugarland, TX
Credentials
Series 66
Industry experience
10 years
Flat fees are negotiable
$0 - $50,000: 2.00% of assets annually $50,001 - $100,000: 1.75% of assets annually $100,001 - $250,000: 1.50% of assets annually $250,001 - $500,000: 1.25% of assets annually $501,000 - $10 million: 1.00% of assets annually $10 million+: Negotiable
$400 per hour for consulting and financial planning
Fee-only: Hourly consulting fees at $400 per hour; flat fees negotiable
New Day Wealth Management
2025 - Present (1 year)
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2017 - 2024 (7 years)
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2016 - 2024 (8 years)
MetLife Securities INC
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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