New Perspectives provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 251–500 clients last fiscal year.
New Perspectives reports 423 clients. They include 323 individual clients, 91 high-net-worth individuals and 9 charitable organizations. Of its assets, 100.0% ($309M across 1,145 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 31% |
| High-net-worth individuals | 22% | 67% |
| Charitable organizations | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 323 | $95.4M | 30.9% | $295K |
| High-net-worth individuals | 91 | $206M | 66.7% | $2.26M |
| Charitable organizations | 9 | $7.54M | 2.4% | $837K |
| Total | 423 | $309M | 100% | $730K |
- Clients
- 323
- Regulatory AUM
- $95.4M
- AUM share
- 30.9%
- Avg. per client
- $295K
- Clients
- 91
- Regulatory AUM
- $206M
- AUM share
- 66.7%
- Avg. per client
- $2.26M
- Clients
- 9
- Regulatory AUM
- $7.54M
- AUM share
- 2.4%
- Avg. per client
- $837K
Total
- Clients
- 423
- Regulatory AUM
- $309M
- AUM share
- 100%
- Avg. per client
- $730K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
New Perspectives charges 0.25%–1.00% a year for its Portfolio management for individuals and/or small businesses. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $2,500 annual minimum. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.75% |
| $2M–$5M | 0.50% |
| $5M and above | 0.25% |
Fee details and sources
Other fees
- Financial planning
- A one-time flat rate fee of $2,500 for a defined financial plan covering assessment, recommendations and an implementation check-up.
- Hourly advice on non-managed accounts
- Advice on non-managed accounts is billed hourly at $425 for Nancy Anderson and Ryder Taff and $250 for Meredith DeLaune.
Joshua Taff owns 75% or more of New Perspectives. The leadership team of New Perspectives includes President Nancy Anderson. It has 8 employees, 4 of them in advisory roles.
Leadership
- Nancy AndersonPresident - Chief Compliance Officer
- Joshua TaffManaging Director
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Nancy Lottridge Anderson
- Meredith Parker Drake DeLaune
- James Raymond Gerhart
- Joshua Ryder Taff
Staff
- 8 employees
- 4 in advisory functions
- Owns 75% or more of New Perspectives, Inc.
Joshua Taff
since January 2016
- Owns 25% to 50% of New Perspectives, Inc.
Nancy Anderson
Control person · since November 1993
New Perspectives’ regulatory assets grew 1.8× from $175M (June 2021) to $309M (August 2026); clients rose from 350 to 423 and employees from 4 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $309M | 423 | 8 | 2 |
| Mar 2025March 2025 | $289M | 473 | 5 | 1 |
| Mar 2024March 2024 | $240M | 455 | 5 | 1 |
| Mar 2023March 2023 | $205M | 380 | 5 | 1 |
| Mar 2022March 2022 | $190M | 376 | 5 | 1 |
| Jun 2021June 2021 | $175M | 350 | 4 | 1 |
Besides its headquarters, New Perspectives has 1 office, with 2 listed addresses across 2 states.
Mississippi · 1 listed address
- 303 Highland Park Cove, Suite B, RidgelandHQ
North Carolina · 1 listed address
- 159b King Street, Brevard
Contact and registration details
- Legal name
- New Perspectives, Inc.
- Headquarters
- 303 Highland Park Cove, Suite B, Ridgeland, MS 39157
- Website
- newper.com
- Phone
- 601-991-3158
- @3021554
- SEC file
- 801-112730
- Founded
- 1993
- Structure
- Mississippi corporation
- Fiscal year end
- December
New Perspectives’ named custodian for separately managed accounts is Charles Schwab ($173M). New Perspectives does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $173M100%
At year end, New Perspectives’ separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks5%
- Funds93%
- Registered funds92%
- Pooled vehicles1%
- Cash1%
- Other1%
- Brokered cds1%
How many clients does New Perspectives have?
New Perspectives has 423 clients and manages $309 million for them, as of August 2026. They include 323 individual clients, 91 high-net-worth individuals and 9 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 August 2026
What services does New Perspectives offer?
New Perspectives provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does New Perspectives charge?
New Perspectives charges 0.25%–1.00% a year for its Portfolio management for individuals and/or small businesses. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $2,500 annual minimum.
Which custodians does New Perspectives use?
New Perspectives’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $173M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 August 2026
How many financial advisors does New Perspectives have?
New Perspectives has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does New Perspectives invest in?
At the end of its last fiscal year, New Perspectives’ separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 1% pooled vehicles (private funds and similar), 1% cash and equivalents and 1% other. The 1% other category is described as: Brokered CDS.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns New Perspectives?
New Perspectives’ direct owners are Nancy Anderson (25% to 50%) and Joshua Taff (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 August 2026
How does New Perspectives get paid?
New Perspectives is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact New Perspectives?
New Perspectives’ main office is at 303 Highland Park Cove, Suite B, Ridgeland, MS 39157. Its phone number is 601-991-3158. Its website is newper.com.