New World Advisors LLC

New World Advisors, LLC is a registered investment advisor established in March 2018 and located in Hingham, MA. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, and charitable organizations. New World acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm offers customized investment solutions, including discretionary investment management, financial planning, retirement plan advisory services, and the use of independent managers when appropriate. New World primarily utilizes fundamental analysis for investment selection and employs a long-term investment strategy focused on low-cost, diversified mutual funds, ETFs, individual stocks, bonds, and options contracts. For investment management services, fees range from 0.50% to 2.00% annually based on factors such as the complexity of services, assets managed, and the overall relationship with the advisor. New World does not charge performance-based fees and does not manage proprietary investment funds. The firm does not accept or maintain custody of client assets, except for limited purposes like fee deduction and money movement authorization. The advisors at New World, including Christopher D. Cabral, John A. Fasciano, and Robert B. Pineau, have clean disciplinary records and are committed to protecting client privacy and confidentiality. Clients have the right to limit the sharing of their personal information and can contact the advisor for more information or to obtain a copy of the firm's Privacy Policy.