Matthew Newman
Matthew Newman is a registered investment advisor at Voya Financial Advisors, INC., based in Metairie, LA, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
2424 Edenborn Ave Ste 680, Metairie, LA, 70001
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Regulatory History (1)
Financial
August 2024Other Business ActivitiesSells Insurance
Matthew is a financial advisor with Voya Financial Advisors, operating under the DBA Walter Preston Wealth Management, and is the owner of Walter Preston Wealth Management, LLC. He also works as an independent insurance agent selling fixed insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Leaders Group, INC.Broker
Securities America, INC.Broker
VALIC Financial Advisors, INC.Broker
New England SecuritiesBroker
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.