Newport Capital Group is an independent, full-service investment advisory firm based in Red Bank, New Jersey. Founded in 2004, Newport Capital Group provides customized asset management, pension consulting, and financial planning services to a wide range of clients, including individuals, high net worth individuals, trusts, estates, charitable organizations, and institutional investors. When managing client portfolios, Newport Capital Group tailors asset allocation guidelines to individual objectives, typically operating on a discretionary basis to buy or sell mutual funds, exchange-traded funds, and other securities. The firm also offers financial planning and consulting on a standalone or bundled basis, covering areas such as retirement planning, tax strategies, and estate planning. Additionally, Newport Capital Group provides pension consulting services to employers sponsoring retirement plans and offers insurance products through affiliated licensed insurance agents.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
The schedule is subject to a minimum annual fee of $25,000. Fees are negotiable at the firm's discretion.