Keith Weinbaum is a registered investment advisor at Newbury Capital Management, LLC, based in Roseville, CA, with 13 years of industry experience. Keith 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
Roseville, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keith is a partner and assistant manager in three real estate partnerships: Brighton Mall Partners, Prospect Hill Group, and Grand River Associates. He spends about a quarter of his time on Brighton Mall Partners, about 10-20% of his time on Prospect Hill Group, and minimal time on Grand River Associates, assisting with tenant issues, renovations, and lease negotiations.
Employment History
Current Registrations
Newbury Capital Management, LLC
Previous Registrations
Mainstreet Asset Management, LLC
Southwest Securities, INC.
M. L. Stern & CO, LLC.
State Registrations2 states
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