New Talents Financial Services Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
New Talents Financial Services Inc provides fee-only portfolio management and financial planning services tied specifically to portfolio management for individuals, high‑net‑worth clients, and individual and family trusts. The firm is newly registered and reports no assets under management; because it charges performance‑based fees it is structured to work with qualified clients under applicable SEC rules.
The firm manages accounts on a discretionary basis using strategic asset allocation, diversified portfolio construction, and long‑term investment strategies across ETFs, mutual funds, individual equities, and fixed income, and permits client‑imposed restrictions on certain securities or asset classes. Operational practices include relying on third‑party broker‑dealers for custody (the brochure recommends Interactive Brokers), providing monthly written performance reports, treating accounts separately rather than aggregating orders, and declining to take custody or vote client proxies.
Distinctive features include offering financial planning only insofar as it relates to portfolio management rather than as a standalone service, a combination that is uncommon for firms in this regulatory category, and an explicit absence of private fund advisory activities. The firm also uses an annual performance‑based billing process with a hurdle referenced to the average federal funds rate and a high‑water mark, and states a fee‑only, no‑commission policy within a family‑owned S‑corporation structure.
Client services
Expertise
Fee options
20% of the profits less the minimum acceptable return calculated on the average fed funds rate for the year (hurdle rate)
Account minimum: $100,000 (may be waived at discretion) Fee-only: Fee-only investment advisory firm charging no commissions
Main office location
New Talents Financial Services Inc
Corona CA, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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