Stuart Sneddon
Stuart Sneddon is a CFA-designated registered investment advisor at Newbury Capital Management, LLC, based in South Pasadena, CA, with 28 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 406 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Newbury Capital Management's fees for managing your investments are based on a percentage of the value of your account. The specific percentage depends on the type of investments (stocks, bonds, or mutual funds) and the amount you have invested.
- Common Stock: 1.5% annually on assets under $1,000,000, and 1.0% on assets of $1,000,000 or more.
- Fixed Income: Fees range from 0.5% to 1.0% annually depending on the amount invested.
- Mutual Funds: Fees vary for equity and fixed income mutual funds, ranging from 1.0% to 1.5% for equity and 0.5% to 1.0% for fixed income, depending on the amount invested.
Location
812 Fremont Ave., Suite 101, South Pasadena, CA, 91030
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Newbury Capital Management, LLC
Previous Registrations
Tower Asset Management LLC
State Registrations1 state
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