Weston Newman is a CFA-designated registered investment advisor at Yale Capital CORP., based in St. Petersburg, FL, with 11 years of industry experience. Weston 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 118 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and vary from 0% to 1.50% depending on the amount of work and attention involved. Clients may also choose for Yale Capital Corp. to serve as general partner for client-related limited partnerships, which can result in separate charges.
Fee Estimator
Location
6475 1st Ave South, St. Petersburg, FL, 33707
Get directionsHistory
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 →Employment History
Current Registrations
Yale Capital CORP.
Previous Registrations
Goodpasture Gray
Hsbc Securities (USA) INC.Broker
Suntrust Robinson Humphrey, INC.Broker
State Registrations3 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.
Exams
More Advisors
- Scott Barlow, CFPFifth Third Securities, INC.
- Jared Sanders, CFPRaymond James & Associates, INC.
- Matthew Stiphany, CFARaymond James & Associates, INC.
- Zoran Knezevic, CFARaymond James & Associates, INC.
- Bradley Sorensen, CFAU.S. Cherry LLC
- Clayton Kreis, PFSG & O Financial Services, INC.