Jeffrey Newton
Jeffrey Newton is a registered investment advisor at Alliant Securities, INC. Turner, Nord, Kienbaum, based in Liberty Lake, WA, with 34 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 711 clients with $300M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable and can be offered at lower rates or as a flat percentage or fixed dollar amount depending on client circumstances.
Fee Estimator
Location
695 North Legacy Ridge Drive Suite 300, Liberty Lake, WA, 99019
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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 →Employment History
Current Registrations
Alliant Securities, INC. Turner, Nord, Kienbaum
Alliant Securities, INC. Turner, Nord, KienbaumBroker
Previous Registrations
Bozarth, Newton & Murphy Securities, INC.Broker
Bozarth Investment Mngt
Bozarth & Turner Securities, INC.Broker
State Registrations5 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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