Newport Securities Corporation
Assets Under Management
$80.7M
Number of Clients
24
Number of Advisors
1
Average Client AUM
$3.4M
AUM per Advisor
$80.7M
Compensation
Fee-Only (AUM)
About This Firm
Newport Securities Corporation provides investment management services for individuals and institutional clients. The firm was founded in 1980 by Jeffrey Kilpatrick, who manages all assets under the PMI PORTFOLIO program. NSC offers discretionary portfolio management and non-discretionary investment advice. Clients can choose from three basic investment strategies: income and asset conservation, balanced equity, and aggressive equity growth.
Fee Structure
You'll pay a quarterly fee in advance, calculated as a percentage of your portfolio's value. Fees are negotiable and may vary depending on the investment strategy, assets under management, and services provided. A minimum management fee of $500 per year applies. Fees cover monitoring, design, reporting, position selection, and strategy. Clients can exclude specific securities from management, and their value will be deducted from the fee calculation.
Areas of Practice
Location
CA, United States