Doug Newport Wealth Management, operating as Our Investment Guy, offers investment management and financial planning as part of its wealth management services. They primarily advise on stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like cash flow, college savings, estate planning, insurance, and retirement. They also provide retirement plan consulting to employer plan sponsors.
Assets Under Management$62M
Clients163
Advisors1
Avg. per Client$380K
Avg. per Advisor$62M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $1.0M | 1.15% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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