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New World Advisors LLC

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About

New World provides discretionary investment management, financial planning, and 3(21) retirement plan advisory services for individuals, high-net-worth clients, trusts, estates, and charitable organizations. Portfolios are typically built with low-cost, diversified mutual funds and ETFs, though the firm may also use individual stocks, bonds, options, REITs, limited partnerships and oil-and-gas interests to meet client objectives.

The firm’s investment process relies on fundamental analysis, internal due diligence, and a primarily long-term orientation while allowing for shorter-term trades or rebalancing to address client needs or market conditions. New World conducts regular monitoring and reviews and provides clients with periodic reports on holdings, allocations and performance; its materials may also present historical performance and hypothetical performance illustrations.

Noteworthy aspects relative to peers include the firm’s large asset base—approximately $885 million—managed by a small advisory team, resulting in an unusually high amount of assets per advisor. The brochure also discloses potential conflicts and operational features that distinguish the firm: some advisory personnel are licensed insurance professionals and the firm maintains an institutional relationship with a major custodian that provides economic benefits, and its client roster is oriented toward high-net-worth relationships rather than mass-market retail clients.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Options & derivatives strategies Real estate investing

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning services charged as negotiated fixed fee based on complexity; estimate provided prior to engagement.

Percentage

0.50% to 2.00% annually (based on factors such as complexity, asset level, relationship complexity)

Main office

350 Lincoln Street, Suite 1100

Hingham MA 02043

Advisors at this office

2

Most active in

Connecticut · Florida · Massachusetts · New Hampshire

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John F

Series 66

Hingham, MA

New World Advisors LLC

John Fasciano is a financial advisor at New World Advisors LLC in Hingham, MA, with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Fasciano is also licensed to sell insurance products, dedicating a portion of his time to this activity. New World Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm’s investment approach emphasizes fundamental analysis and long-term strategies while offering diversified portfolios that may include mutual funds, ETFs, individual securities, and alternative investments.

Retirement income strategy Options & derivatives strategies Real estate investing Founder/Business Owner Retired
user avatar

Christopher C

CFA®, Series 65

Hingham, MA

New World Advisors LLC

Christopher Cabral is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at New World Advisors LLC since 2018 and previously spent 13 years at Fiduciary Trust Company. New World Advisors LLC provides discretionary investment management, financial planning, and 3(21) retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, fundamental analysis–based approach with diversified portfolios that may include mutual funds, ETFs, stocks, bonds, options, REITs, limited partnerships, and oil-and-gas interests.

Retirement income strategy Options & derivatives strategies Real estate investing Founder/Business Owner Retired
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