New World Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Financial planning services charged as negotiated fixed fee based on complexity; estimate provided prior to engagement.
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
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.
Quick links
Advisors at this firm
John F
Series 66
Hingham, MA
New World Advisors LLC
John Fasciano is a financial advisor with New World Advisors LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Terranova Capital Equities Inc., Contravisory Investment Management, and Morgan Stanley Private Bank. Fasciano is also licensed to sell insurance products through various companies. New World Advisors serves high-net-worth individuals, trusts, estates, and charitable organizations with discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes a long-term, fundamental analysis-driven investment approach, using diversified, low-cost funds and customized portfolios tailored to clients’ goals and risk tolerance.
Christopher C
CFA®, Series 65
Hingham, MA
New World Advisors LLC
Christopher Cabral is a CFA® charterholder with seven years of industry experience. He has been with New World Advisors LLC since 2018 and previously worked at Fiduciary Trust Company for thirteen years. New World Advisors serves high-net-worth individuals, trusts, estates, and charitable organizations by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a long-term, fundamental analysis-driven investment process and customizes portfolios based on clients’ goals, risk tolerance, and financial situation.
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