Byron Samuel Pogir

Newfront Retirement Services, INC.

14 Years of Experience

View SEC Summary

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.

View Full Brochure on SEC

Areas of Practice

Retirement Planning

Advisor Information

Office location

Richmond, CA

Get directions

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.