Newport Investment Advisors offers investment advice for managed accounts, typically starting at $50,000. After a client signs an agreement, Newport reviews their investments and discusses their financial needs and goals. Investments are then chosen to align with those needs and objectives. Newport primarily uses mutual fund asset allocation strategies.
Assets Under Management$160M
Clients95
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable for accounts of $10,000,000 or greater.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...