Kent Newhart is a registered investment advisor at Ata Management Strategies INC, based in Whitehall, PA, with 23 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 405 clients with $130M 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 $250K | Included |
| $250K - $500K | 1.15% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | Included |
Fees are negotiable for accounts below $250,000 and above $5,000,000. Minimum annual fee of $300 for asset management services.
Fee Estimator
Location
1044 Third Street, Whitehall, PA, 18052
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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 →Other Business Activities
Kent is the President of Accounting & Tax Associates, LLC, ATA Senior Planning, LLC, and Whitehall Township Industrial & Commercial Development Authority (WTICDA). These activities are not investment-related.
Employment History
Current Registrations
Ata Management Strategies INC
State Registrations1 state
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