Newbury Capital Management offers investment advice to individuals and other clients. They create tailored investment strategies based on client needs, risk tolerance, and time horizons. Services include asset management, where they build and supervise portfolios of stocks, bonds, exchange traded funds, and other investments. They also offer retirement plan consulting to employer plan sponsors, assisting with plan establishment, monitoring, and participant education.
Assets Under Management$140M
Clients406
Advisors4
Avg. per Client$360K
Avg. per Advisor$36M
Fee Structure
Investment management only (planning not offered)
Newbury Capital Management's fees for managing your investments are based on a percentage of the value of your account. The specific percentage depends on the type of investments (stocks, bonds, or mutual funds) and the amount you have invested.
- Common Stock: 1.5% annually on assets under $1,000,000, and 1.0% on assets of $1,000,000 or more.
- Fixed Income: Fees range from 0.5% to 1.0% annually depending on the amount invested.
- Mutual Funds: Fees vary for equity and fixed income mutual funds, ranging from 1.0% to 1.5% for equity and 0.5% to 1.0% for fixed income, depending on the amount invested.
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