Newport Investment Advisors (NIA) offers wealth management services to individuals, corporations, non-profits, foundations, trusts, and qualified plans. NIA provides both discretionary and non-discretionary investment management, tailoring its services to each client's financial situation and objectives. Clients can modify services and investments, and impose trading restrictions. NIA does not participate in a wrap fee program.
Assets Under Management$25M
Clients34
Advisors1
Avg. per Client$740K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.25% to 1.0% and are negotiable based on the amount of assets under management and/or complexity of the portfolio.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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