New Perspectives, Inc. is a large advisory firm based in Ridgeland. It manages $118 million of regulatory assets for 710 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Louisiana and Mississippi.
New Perspectives provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of New Perspectives, Inc. is $118 million. The firm's AUM has grown by 337% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay New Perspectives, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of New Perspectives is high net worth individuals with 73 clients and $66 million of assets under management. Among the 10 most similar advisory firms, New Perspectives has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $118 million for 230 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
New Perspectives doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where New Perspectives, Inc. performs its advisory services is located at 303 Highland Park Cove, Ridgeland, MS 39157 The mailing address of the firm is Po Box 489, Tougaloo, MS 39174. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 601-991-3158 or by fax 601-991-3168. The normal business hours are 8:30 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at newper.com.