Steven Newell is a registered investment advisor at Newell Wealth Management, LLC, based in Winter Garden, FL, with 14 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 61 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Newell Wealth Management offers investment management as part of its Advice +, Signature Service, and Annual Pass models. Fees vary depending on the service and the amount of your investments.
Advice +: 1.00% of your portfolio. This is in addition to a flat financial planning fee of $1,800 - $6,000 per year.
Signature Service: Fees range from 0.25% to 1.50% of your portfolio, subject to a $6,000 minimum annual fee.
Annual Pass: Fees range from 0.20% to 1.00% of your portfolio, subject to a $10,000 minimum annual fee.
Contact
Steven Newell
Location
213 South Dillard Street, Suite #150H, Winter Garden, FL, 34787
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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
Kyle is writing a finance-related book, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Newell Wealth Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.