New Century Financial Group, LLC

New Century Financial Group, LLC is a registered investment adviser established in 1996, based in Princeton, NJ. The firm offers financial, retirement, and estate planning services, along with investment and wealth management services. Clients can engage the firm on a discretionary or non-discretionary basis, tailored to individual needs. New Century utilizes investment strategies such as Modern Portfolio Theory, fundamental and technical analysis, and offers various programs like Advisor Managed Portfolios and Model Portfolios. The firm charges fees based on a percentage of assets under management, with financial planning fees ranging from $500 to $5,000 and investment management fees between 0.25% and 2.75%. New Century may receive compensation from broker-dealers and insurance products, creating potential conflicts of interest. The firm does not impose a minimum portfolio size but may have account minimums for certain programs. Clients have the option to grant investment discretion to New Century, allowing the firm to make investment decisions on their behalf. New Century does not typically vote on client securities and has not had any material disciplinary events in the past. The firm participates in the CARES Act’s Paycheck Protection Program to support its operations during challenging times.