Newport Wealth Management (NWM) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. NWM also offers financial planning services covering retirement, investments, insurance, taxes, college, and debt. NWM primarily advises on individual stocks, ETFs, bonds, and fixed income investments, but may also use hedge funds, REITs, annuities, and private placements in certain cases.
Assets Under Management$9.8M
Clients27
Advisors1
Avg. per Client$360K
Avg. per Advisor$9.8M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000. Fixed Income/Passive Accounts have an annual fee of 0.25%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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