Newport Capital Group offers tailored investment advisory services, including asset management and financial planning, to individuals, high net worth individuals, pensions, and other institutional investors. For individuals, Newport Capital Group reviews investment objectives, determines asset allocation, and monitors accounts. Financial planning services are also available on a stand-alone basis or as part of asset management.
Assets Under Management$1.2B
Clients231
Advisors10
Avg. per Client$5.3M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$25,000
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% |
Newport Capital Group may negotiate fees at its discretion. Smaller accounts subject to the minimum annual fee pay fees that, based on a percentage of assets, may exceed 1.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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