Christopher Helwig
Christopher Helwig is a CFP-designated registered investment advisor at Newport Wealth Management, LLC, based in Middletown, NJ, with 19 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 27 clients with $9.8M 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 $100K | 1.30% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fixed income and passive accounts are charged a flat annual fee of 0.25%. Fees for accounts over $2,000,000 are negotiable.
Fee Estimator
Location
Middletown, NJ
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
Christopher offers notary services as a notary public, dedicating minimal time and receiving no compensation. He is also the owner of Newport Wealth Management, an investments and insurance business, dedicating about a quarter of his time and receiving commissions and fees.
Employment History
Current Registrations
Newport Wealth Management, LLC
Previous Registrations
AXA Advisors, LLC
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.
Exams
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