Robert Milmore is a CFA-designated registered investment advisor at Newport Capital Group, LLC, based in Red Bank, NJ, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 231 clients with $1.2B 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Newport Capital Group may negotiate fees at its discretion. Smaller accounts subject to the minimum annual fee pay fees that, based on a percentage of assets, may exceed 1.50%.
Fee Estimator
Location
12 Broad Street, 5th Floor, Red Bank, NJ, 07701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Newport Capital Group, LLC
State Registrations1 state
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