Mickey Sakata

Newfront Retirement Services, INC.

27 Years of Experience

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Firm Information

Newfront Retirement Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

21 advisors

Number of Clients

63 clients

Average Client Portfolio

$10.3M average

Assets Under Management

$649.3M

Fee Structure

Financial Planning:Investment management only

Hourly Rate:Up to $500/hr

Fees are negotiated with the client and are based on a percentage of plan assets under management, a fixed dollar amount, or a combination of both. Fixed dollar fees will not exceed $300,000 per year and asset-based fees will not exceed 2% annually. The firm may charge a plan onboarding fee not to exceed $50,000. Additional consulting services will be billed at either an hourly rate not to exceed $500 per hour, or as a flat fee.

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Areas of Practice

Retirement Planning

Advisor Information

Office location

777 Mariners Island Blvd, Suite 250, San Mateo, CA, 94404

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.