MN
MN

Michele Newland

8 Years of Experience
Rye Brook, NY
1 Disclosure

Michele Newland is a registered investment advisor at Rpm Capital Management, LLC, based in Rye Brook, NY, with 8 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 148 clients with $74M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
148 clients
Average Client Portfolio
$502K average
Assets Under Management
$74.3M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10M+0.90%

Fees may be higher or lower based on the nature of the account. Lower fees for comparable services may be available from other sources. Factors affecting fee percentages include the size of the account, complexity of asset structures, length of time the client has been with the firm, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

800 Westchester Avenue, Suite 641 North, Rye Brook, NY, 10573

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History

Regulatory History (1)
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Regulatory
June 2017
Final
Employment History
Current Registrations
Rpm Capital Management, LLC
June 2017 - Present · 8 yrs 10 mos
State Registrations4 states
CACTNYTX
Advisor

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.

Exams
No exam information available for this advisor.