New Republic Partners
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Learn more about New Republic Partners
New Republic Partners operates as a financial advisory firm headquartered in Charlotte, North Carolina. The company handles $1.6 billion in assets over 486 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management (AUM). New Republic Partners has a small group, including 12 financial advisors. New Republic Partners is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as stocks, options and bonds.
New Republic Partners administers the majority of its accounts in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction judgments without requiring the customer's authorization. The company also has 11 non-discretionary accounts with a total of $395.3 million in assets under management. New Republic Partners's typical account size is $3.3 million. The typical financial advisor at New Republic Partners oversees about 41 client accounts, placing it towards the middle in terms of personalization.
The company's main office is located at 521 East Morehead Street, Charlotte, North Carolina 28202. New Republic Partners is permitted to serve clients throughout a few states, including Florida, Georgia, Michigan, North Carolina, South Carolina, Tennessee and Texas.
Assets Under Management
Number of Advisors
New Republic Partners by the Numbers
Products and Services
New Republic Partners provides a variety of services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. However, it did not provide financial planning services to any of its accounts in the prior fiscal year. New Republic Partners does not sell products or offer services aside from investment advice to its investment advisory customers. New Republic Partners is affiliated with one or more other companies in the financial services industry, including with a broker-dealer or securities dealer and banking or thrift institution.
Core Advisor Services
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
Offered by 46% of firms
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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This is the hosting of seminars or workshops to educate investors on financial concepts.
Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by New Republic Partners most likely include some blend of the following fee types: asset-based, fixed or performance-based. New Republic Partners does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 26% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Offered by 32% of firms
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
New Republic Partners manages money for a number of different customers. The company works with retail investors, high net worth investors, pooled investment vehicles, charitable organizations, corporations and other. Out of its 486 customers, New Republic Partners's largest client type by number of accounts is high net worth investors, but it also serves 76 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 66.67%
- Other Individuals - 7.02%
- Corporations - 24.56%
- Charitable Organizations - 1.75%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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New Republic Partners does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at New Republic Partners
Pawleys Island, SC
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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