Kurt Newsom is a CFP-designated registered investment advisor at Xxi Wealth, LLC, based in Chicago, IL, with 14 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 25 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
XXI Wealth charges an annual fee based on the amount of assets managed or advised, up to 1.50%. The fee is calculated quarterly, in advance, based on the market value of the assets. Adjustments are made for deposits and withdrawals over $100,000. The firm may negotiate a lower fee based on certain criteria. Clients also incur additional charges from third parties, such as broker-dealers and custodians. The firm pays 0.25% of its advisory fee to Pontera for managing held away accounts.
Location
8770 W Bryn Mawr Ave., Ste. 1300, Chicago, IL, 60631
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Xxi Wealth, LLC
Previous Registrations
Cibc Private Wealth Advisors, INC.
Cibc World Markets CORP.Broker
Geneva Advisors, LLC
Gnv Advisors, LLCBroker
State Registrations1 state
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