James Newton
James Newton is a registered investment advisor at Portfolio Medics, LLC, based in Bonita Springs, FL, with 16 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,702 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Medics manages investments through several strategies, each with its own fee:
- Advisor Managed Portfolios (AMP): Up to $10 million, 2.60% per year. Fees are negotiable above $10 million.
- Diversified Fund Allocation (DFA): Up to $10 million, 1.00% per year. Fees are negotiable above $10 million.
- Market Trend Strategy (MTS): Up to $10 million, 1.50% per year. Fees are negotiable above $10 million.
Fees are based on the value of your investments and are paid quarterly.
Location
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL, 34134
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James transacts in insurance products as an owner of Newton, Institutional, spending about 10-20% of his time on this. He also owns and operates PayLink IRA, providing payroll and IRA services, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Plan Partners LLC
Eqis Capital Management
Ifs Advisory, LLC
Newbridge Financial Services Group, INC.
Ijl Financial Advisors, LLC
Anderson & Strudwick, Incorporated
Sterne Agee Investment Advisors, INC.
Sterne Agee & Leach, INC. Capital Management
Morgan Keegan & Company, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.