Newton Investment Management North America

Fee-Only (% of Portfolio)Fixed/Hourly

Newton Investment Management North America (NIMNA) provides investment advice to institutional investors. NIMNA operates through two product lines: Equity and Multi-Asset. NIMNA manages client accounts based on model portfolios, working with clients to create acceptable investment guidelines. NIMNA also provides investment recommendations to other advisors or wrap fee program sponsors. NIMNA does not have individual clients that meet the definition of consumer and only provides advisory services to institutional investors at this time.

Assets Under Management$47B
Clients162
AdvisorsN/A
Avg. per Client$290M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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