Douglas Newport
Douglas Newport is a CFP-designated registered investment advisor at Our Investment Guy, based in Clinton Twp, MI, with 21 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 163 clients with $62M 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 $50K | 1.25% |
| $50K - $1.0M | 1.15% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Clinton Twp, MI
Get directionsHistory
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 ActivitiesSells Insurance
Douglas owns Doug Newport Wealth Management, a private entity for securities, advisory, and insurance business, dedicating minimal time. He also spends about 10% of his time on fixed insurance sales.
Employment History
Current Registrations
Our Investment Guy
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
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.