Randall Newton
Randall Newton is a registered investment advisor at Eagle Wealth Management Group INC., based in Charlotte, NC, with 19 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 453 clients with $360M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees may be negotiable. A minimum fee of $1,000 ($250/quarter) is charged for clients with $100,000 or less of investable assets.
Fee Estimator
Location
301 S. McDowell St., Suite 604, Charlotte, NC, 28204
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2010Other Business Activities
Randall owns Newton CPA since 1999, dedicating a few hours per week to preparing corporate and individual income tax returns. He also spends nearly full-time as owner/CFO of Lodestar Tax and Accounting and about 10-20% of his time as an independent contractor for Abiding Wealth Advisors, LLC and Abiding Wealth.
Employment History
Current Registrations
Eagle Wealth Management Group INC.
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Quest Capital Strategies, INC.Broker
Ffp Advisory Services INC
Ffp Securities, INC.Broker
MML Investors Services, INC.Broker
Southeast Investments N.a., INC.Broker
Wheat, First Securities, INC.Broker
First Union Capital Markets CORP.Broker
State Registrations2 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.