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Anew Advisors, LLC

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Client assets under management

$62,114,509

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Clients

164

4% high-net worth

Advisors

2

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

82

High

Average account size

$378,747

About

Anew Advisors provides discretionary and non-discretionary investment management and retirement-plan consulting primarily to individual clients, including high-net-worth households, as well as plans, trusts, and other entities. The firm offers ongoing portfolio management, held‑away account management using a third‑party platform, and limited-scope fixed-fee planning engagements.

The firm’s investment process draws on fundamental, cyclical, economic and demographic analysis to inform strategic asset allocation, dividend‑income approaches and both long‑ and short‑term trading decisions, and it may engage independent managers for portions of client assets. Anew monitors accounts regularly, rebalances held‑away assets as needed, and provides periodic reporting such as quarterly portfolio statements and rate-of‑return reports.

Distinctive features in the brochure include that Anew’s representatives are licensed insurance agents/brokers and the firm discloses it sells insurance products and receives customary commissions, a potential conflict it says it will manage and disclose. The firm also emphasizes client education and outreach — providing participant and fiduciary education for retirement-plan clients, sponsoring and participating in educational seminars and client events (including product‑sponsored events), and issuing written summaries of material brochure changes to clients.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Fee options

Fixed

Fixed fee engagements negotiated and agreed upon in advance; fees prorated if engagement terminated early

Percentage

$0 - $250,000: 1.25% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,500,000: 0.65% $2,500,000 - $5,000,000: 0.55% $5,000,000 - $10,000,000: 0.50% $10,000,000 - $25,000,000: 0.35% $25,000,000+: Negotiable

Project-based

$250 to $2,000 per hour depending on the nature of work and experience

Other

Account minimum: $100,000 Fee-only: Hourly rates between $250 and $2,000 per hour depending on engagement and experience

Main office location

Anew Advisors, LLC

11220 W Burleigh St, Suite 100

Wauwatosa WI 53222, United States

Number of offices

1

Most active in

More info

Wisconsin

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram YouTube Website 414-704-2875

Advisors at this firm

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user avatar

Glen C

Series 63, Series 66

Wauwatosa, WI

Anew Advisors, LLC

Glen Colwell is a financial advisor at Anew Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at AdviseMe National Advisors and Independent Financial Group prior to joining Anew Advisors in 2021. Glen is also a licensed insurance agent and offers insurance products as part of his services. Anew Advisors provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, employer-sponsored plans, trusts, and other entities. The firm combines fundamental and economic analysis with strategic asset allocation and uses independent managers as part of its investment approach.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
user avatar

Nicholas S

Series 63, Series 66

Wauwatosa, WI

Anew Advisors, LLC

Nicholas Schneider is a financial advisor at Anew Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Independent Financial Group, LLC and TD Ameritrade. Outside of his advisory role, he serves on the board of the West De Pere Wrestling Club booster organization. Anew Advisors provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, employer-sponsored plans, trusts, and other entities. The firm combines fundamental and economic analysis with strategic asset allocation and uses independent managers for portions of client portfolios, offering fixed-fee planning and workplace account management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
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