Katie Wright is a registered investment advisor at Newport Group Consulting, LLC, based in Lake Mary, FL, with 1 years of industry experience. Katie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,838 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.15% |
| $25.0M - $50.0M | 0.10% |
| $50M+ | 0.05% |
Fees are negotiable for amounts over $50 million. Based on the complexity of the service solution, fees may be higher than represented or have overriding minimums that would exceed the above referenced fee schedule. Fee applies to billable assets only (i.e., excludes company stock, self–directed accounts, etc.). Fee is “blended” as assets increase.
Fee Estimator
Location
300 Primera Blvd., Suite 200, Lake Mary, FL, 32746
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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 →Employment History
Current Registrations
Newport Group Consulting, LLC
Ascensus Broker Dealer Services, LLC
Ascensus Broker Dealer Services, LLCBroker
Previous Registrations
Ascensus Investment Advisors, LLC
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.