Jeffrey Kilpatrick is a registered investment advisor at Newport Securities Corporation, based in Temecula, CA, with 24 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 24 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Newport Securities Corporation (NSC) offers investment management services where clients pay a percentage of their portfolio's assets. The percentage ranges from 1% to 2.5% annually, depending on the account size and investment strategy. Fees are negotiable and may vary from client to client. A minimum management fee of $500 is charged in any 12-month period. The fee covers monitoring, design, reporting, position selection, and strategy of the portfolio.
Location
Temecula, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Newport Securities Corporation
State Registrations1 state
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