William Newman is a CFP-designated registered investment advisor at Newman Dignan & Sheerar, INC, based in Providence, RI, with 28 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 471 clients with $670M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
The fee for portfolios over $10,000,000 is negotiable.
Fee Estimator
Location
260 West Exchange Street, Suite 302, Providence, RI, 02903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Newman Dignan & Sheerar, INC
State Registrations2 states
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