Newton One Investments, operating as N1 Advisors, manages investment portfolios and provides financial planning and pension consulting services for individuals, high net worth clients, trusts, and retirement plans. N1 Advisors designs personalized investment portfolios using mutual funds and exchange-traded funds based on each client's financial circumstances and risk tolerance, holding full authority to make trades on the client's behalf. In addition to portfolio management, N1 Advisors offers financial planning covering retirement analysis, estate planning, insurance needs, and cash flow management, which is typically included in the investment management fee. The firm primarily recommends Charles Schwab as the custodian for client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable at the discretion of Newton One Investments.