Newton Pendleton is a CFP-designated registered investment advisor at Rembert Pendleton Jackson, based in Vienna, VA, with 23 years of industry experience. Newton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,390 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPJ's investment management fees are calculated quarterly, in advance, based on the value of your account. The fees generally do not exceed 1.00% per year of the value of your investments. However, fees are negotiable and may be higher or lower based on the size of the account, complexity of asset structures, selected investment mandates, nature of services provided and other factors. The minimum account size for investment management services is $500,000, but this may be waived.
Location
1945 Old Gallows Road, Suite 750, Vienna, VA, 22182
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rembert Pendleton Jackson
Previous Registrations
Rembert Pendleton Jackson
State Registrations1 state
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