Edward Barnett
Edward Barnett is a registered investment advisor at Newbury Capital Management, LLC, based in South Pasadena, CA, with 21 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 406 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Newbury Capital Management's fees for managing your investments are based on a percentage of the value of your account. The specific percentage depends on the type of investments (stocks, bonds, or mutual funds) and the amount you have invested.
- Common Stock: 1.5% annually on assets under $1,000,000, and 1.0% on assets of $1,000,000 or more.
- Fixed Income: Fees range from 0.5% to 1.0% annually depending on the amount invested.
- Mutual Funds: Fees vary for equity and fixed income mutual funds, ranging from 1.0% to 1.5% for equity and 0.5% to 1.0% for fixed income, depending on the amount invested.
Location
812 Fremont Ave., Suite 101, South Pasadena, CA, 91030
Get directionsHistory
Regulatory History (1)
Criminal
May 1992Other Business Activities
Edward is an owner and investor in a Buffalo Wild Wings restaurant since 2006. He spends about a quarter of his time on this non-investment related activity.
Employment History
Current Registrations
Newbury Capital Management, LLC
Previous Registrations
P.J. Robb Variable CorporationBroker
Southwest Securities, INC.
Southwest Securities, INC.Broker
M. L. Stern & CO, LLC.
M.L. Stern & CO., LLC.Broker
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.