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Scott Newport

28 Years of Experience
Sycamore, IL

Scott Newport is a registered investment advisor at Newport Investment Advisors, INC., based in Sycamore, IL, with 28 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 34 clients with $25M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
34 clients
Average Client Portfolio
$742K average
Assets Under Management
$25.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees range from 0.25% to 1.0% and are negotiable based on the amount of assets under management and/or complexity of the portfolio.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1350 West Prairie Dr, Sycamore, IL, 60178-3166

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Scott is the CEO of Illinois Farm Business Farm Management (FBFM), providing farming business analysis services since 1989. He dedicates nearly full-time hours to this role, primarily during trading hours, overseeing operations.

Employment History
Current Registrations
Newport Investment Advisors, INC.
October 1997 - Present · 28 yrs 7 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.