Newport Wealth Management manages investment portfolios and provides personalized financial planning for individuals, high-net-worth families, and business entities. Founded in 2011 and led by Christopher Robert Helwig, who holds the Chartered Financial Analyst and Certified Financial Planner designations, the firm creates customized investment strategies based on each client's specific goals, risk tolerance, and time horizon. Investment management services cover individual stocks, exchange-traded funds, corporate and government bonds, and occasionally alternative investments like hedge funds and real estate investment trusts. Financial planning services cover retirement, insurance, taxes, college savings, and debt management. Newport Wealth Management emphasizes personalized service, tailoring portfolios to client restrictions and beliefs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fixed income and passive accounts are charged a flat annual fee of 0.25%. Fees for accounts over $2,000,000 are negotiable.