Mark Newport
Mark Newport is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Brea, CA, with 33 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3230 East Imperial Hwy, Suite 110, Brea, CA, 92821
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Regulatory History (1)
Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Mark owns NewportFinancialConcepts Inc for insurance recommendations, marketing, and networking, dedicating a few hours per week. He also provides corporate investment advisory services through OSAIC Wealth, Inc. and owns rental properties in Buckeye, AZ.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
State Registrations32 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.