Jeffrey Newton
Jeffrey Newton is a registered investment advisor at Alliant Securities, INC. Turner, Nord, Kienbaum, based in Liberty Lake, WA, with 33 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 711 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
The annual account fee for advisory services is negotiable and can be offered at lower rates than the above schedule depending upon the customers’ circumstances, level of account service required, type of account, investment experience, size of the account and other considerations. In certain cases other reduced fee arrangements such as a flat percentage on total assets or a fixed dollar amount per year might be appropriate and can be negotiated with your account Adviser Representative.
Fee Estimator
Location
695 North Legacy Ridge Drive Suite 300, Liberty Lake, WA, 99019
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Alliant Securities, INC. Turner, Nord, Kienbaum
Alliant Securities, INC. Turner, Nord, KienbaumBroker
Previous Registrations
Bozarth, Newton & Murphy Securities, INC.Broker
Bozarth Investment Mngt
Bozarth & Turner Securities, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.