New Capital Management, LLC

Private Wealth Management

How does your investment management firm operate?

  • New Capital Management offers services for FEE ONLY. This clean and simple approach eliminates any potential conflicts of interest.
  • New Capital Management directs clients to Charles Schwab & Co.,
    • The time horizon or holding period for an account to reach its growth rate goals is 3 to 5 years.
    • No derivative (futures or options) trading is used in the accounts.
    • No leverage (margin) is used in the account.
Individually Managed Accounts -- $300,000 account minimum        Institutional Accounts -- $1,000,000 account minimum