Ngp Financial Planning Fees & Minimum

Overview

Total Firm Assets: $125 million
Average High-Net-Worth Client Portfolio Size: $3.6 million

Fee Disclosure

Source: ADV PART 2A-2B (2026-09-10) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.00%
$2,000,001	$7,000,000	0.50%
$7,000,001	and above	0.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$35,000	0.70%
$10 million	$52,500	0.52%
$50 million	$152,500	0.30%
$100 million	$277,500	0.28%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 87.20%
Number of High-Net-Worth Clients: 30
Total Client Accounts: 223
Discretionary Accounts: 223

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 310443

ADV PART 2A-2B (2026-09-10) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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