New Talents Financial Services Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
New Talents Financial Services is a fee-only, family-owned registered investment adviser that provides discretionary portfolio management and financial planning limited to portfolio-related matters for individuals, high‑net‑worth clients, and family trusts. The firm states it will not provide standalone planning outside of portfolio management and generally uses third‑party custodians to hold client assets.
The firm emphasizes strategic asset allocation, diversified portfolio construction and long‑term investment strategies, using a mix of ETFs, mutual funds, individual equities and fixed‑income securities and rebalancing to maintain target allocations. Accounts are managed on a discretionary basis with periodic reviews and client reporting; the firm says it avoids frequent trading, does not take custody of client assets, and commonly recommends a technologically advanced custodian platform.
Notably, New Talents offers a performance‑based fee option—measured against a hurdle tied to the average federal funds rate and protected by a high‑water mark—which the brochure highlights as an alternative to its percentage‑of‑AUM arrangement recently added after initial registration; performance fees are limited to SEC‑defined qualified clients. The firm is newly established and family‑owned, discloses procedures to address conflicts created by performance fees, and describes several operational practices that differ from many peers (for example, it does not aggregate client orders and it does not vote proxies).
Client services
Expertise
Fee options
$0 - $100,000: 1.5% $100,000 - $250,000: 1.0% $250,000+: 0.75%
20% of profits above hurdle rate (average fed funds rate) for qualified clients with minimum $1.4 million AUM or $2.7 million net worth.
Account minimum: $100,000 Fee-only: Asset Under Management fees based on tiered schedule as shown; no fees related to financial planning services.
Main office
Corona CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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