Lew Newton is a registered investment advisor at American Capital Management, INC., based in Louisville, KY, with 32 years of industry experience. Lew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 440 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Schedule reflects the Allocation Perspectives Portfolio. The Allocation Insights Portfolio has a separate fee schedule starting at 1.75% for accounts between $50,001 and $750,000 down to 1.00% for accounts over $2,000,001, plus a quarterly 0.035% asset fee. Third-party program fees range up to 2.6%.
Fee Estimator
Location
3101 Breckenridge Ln, Suite 4B, Louisville, KY, 40220
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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 Activities
Lew is involved in The Action Bros., an entertainment business focused on magic and mime. This takes a few hours per week.
Employment History
Current Registrations
American Capital Management, INC.
Previous Registrations
Highland Financial Management, INC
State Registrations2 states
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.
Exams
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