Question 1

What kind of firm are you?

Accepted Answer

We are a fee-only, independent, registered investment advisory firm. We don't work for big companies or sell products to you, but instead help you achieve your financial goals.

Question 2

What services do you offer?

Accepted Answer

We offer hourly financial planning, research and due diligence projects on Delaware Statutory Trusts for 1031 Exchanges, and investment management. Our investment management provides individualized asset allocation using a multi-asset strategy across mutual funds, exchange traded funds, and individual bonds.

Question 3

How do you charge for financial planning?

Accepted Answer

We offer hourly financial planning services and charge only for the time we spend to deliver the solutions that you seek.

Question 4

Do you offer a free consultation for first-timers?

Accepted Answer

Yes, all of our services start by closely listening to your personal and family financial needs. We offer a no-charge, initial 30-minute meeting for California residents who are interested in our services.

Question 5

Where are you registered to do business?

Accepted Answer

We are a registered investment adviser in the state of California. We may also transact business in other states where we are appropriately registered, or where we are excluded or exempted from registration.

New Assets Investment Advisors LLC

Financial Advisor in Milpitas

About New Assets Investment Advisors LLC

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