Newton Spurr is a registered investment advisor at Ms Financial Services, LLC, based in Reading, MA, with 25 years of industry experience. Newton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 90 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MS Financial charges a percentage of your portfolio's value each quarter, paid in advance. The annual fee ranges from 0.50% to 2.00%, depending on the size and complexity of your account. More complex relationships may be charged a higher fee. Fees may be negotiable.
Location
131 Main Street, Reading, MA, 01867
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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.
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Newton is a partner at Spurr & Spurr, LLP, a tax preparation and accounting firm, since 1997. This activity takes about 10-20% of Newton's time.
Employment History
Current Registrations
Ms Financial Services, LLC
Previous Registrations
Ms Financial Services, LLC
H.D. Vest Advisory Services, INC
State Registrations1 state
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.