MN
MN
Michele Newland
9 Years of Experience
Corona Del Mar, CA
1 Disclosure
Michele Newland is a registered investment advisor at Rpm Capital Management, LLC, based in Corona Del Mar, CA, with 9 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 148 clients with $74M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
148 clients
Average Client Portfolio
$502K average
Assets Under Management
$74.3M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are a guide and may be higher or lower based on account size, complexity of asset structures, and length of time with the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Corona Del Mar, CA
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Regulatory History (1)
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Regulatory
June 2017Final
Employment History
Current Registrations
Rpm Capital Management, LLC
June 2017 - Present · 9 yrs 4 mos
State Registrations4 states
CACTNYTX
Advisor
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
No exam information available for this advisor.
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