Aaron Newland is a CFP-designated registered investment advisor at Cibc Private Wealth Advisors, INC., based in Newport Beach, CA, with 30 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 10,045 clients with $61B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Schedule is for new accounts with equity and balanced portfolios. Minimum annual fee of $10,000. Fees may be negotiable. Other schedules exist for fixed income and cash portfolios.
Fee Estimator
Location
520 Newport Center Drive, Suite 700, Newport Beach, CA, 92660
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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
Cibc Private Wealth Advisors, INC.
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
Previous Registrations
Invesco Distributors, INC.Broker
Invesco Advisers, INC.
Pacific American Securities, LLCBroker
First American Trust
Dolphin Securities, INC.Broker
Marina Advisor Group, LLC
Fidelity Brokerage Services LLCBroker
State Registrations51 states
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