Newton Investment Management LTD

Fee-Only (% of Portfolio)

Newton Investment Management provides investment advisory services to institutional clients, both in the U.S. and internationally. Newton offers tailored investment advisory services through separate accounts, acting as a sub-advisor to registered investment companies, and other investment advisors. Newton works with clients to create mutually acceptable investment guidelines, allowing for investment restrictions.

Assets Under Management$39B
Clients113
AdvisorsN/A
Avg. per Client$350M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Newton Investment Management provides investment advisory services for a fee, typically charged as a percentage of the value of your portfolio. The fee is calculated quarterly. The specific percentage varies depending on the investment strategy and the amount invested. Fees are negotiable and may vary based on factors such as reporting requirements, investment strategy, and services provided.

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Location

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