Matthew Smith
Matthew Smith is a registered investment advisor at Newport Wealth Advisors, INC., based in Newport Beach, CA, with 13 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,124 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Newport Wealth Advisors charges a percentage of your portfolio's value each year for investment management. This fee is calculated quarterly, either in advance or after the quarter ends. The exact percentage depends on how aggressively your portfolio is managed and the amount you invest. Fees may be negotiable.
For accounts with a performance fee, the annual advisory fee ranges from 1.00% to 2.00%.
They also offer variable annuity asset allocation services with fees of 1.25% or 1.50% depending on the allocation strategy.
Location
4695 Macarthur Court, 11th Floor, Newport Beach, CA, 92660
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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 Activities
Matthew works as a planning assistant at Newport Wealth Advisors, an investment-related role. This takes about a quarter of his time.
Employment History
Current Registrations
Newport Wealth Advisors, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Newport Wealth Advisors, INC.
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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