Newton Investment Management North America

CRD#312937
Investment Advisor Firm

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Learn more about Newton Investment Management North America

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Newton Investment Management North America is located at One Boston Place, Boston, MA. The firm employs 83 financial advisors to manage client portfolios and provide financial guidance. Newton Investment Management North America is not a registered broker-dealer.

    Newton Investment Management North America oversees $47.9 billion in assets under management across 180 accounts, of which 177 are discretionary and 3 are non-discretionary. The services offered include portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, and other investment advisers, with pooled investment vehicles being the largest client type by accounts. The fee structure at Newton Investment Management North America includes asset-based, fixed, and performance-based fees. The firm maintains affiliations with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, and commodity pool advisor.

    Newton Investment Management North America is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $47.9 billion

    Number of Advisors

    83

    Disclosures

    No

    Office Location

    One Boston Place
    Boston, MA 02108-4408

    Newton Investment Management North America by the Numbers

    Total Assets Under Management

    $47.9 billion

    National Average: $8.6 billion
    Total Number of Employees

    172

    National Average: 64
    Total Number of Accounts

    180

    National Average: 375,227
    Average Account Size

    $265.9 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial management fees usually vary depending on the type of financial services provided. Fees billed by Newton Investment Management North America can consist of some blend of the following fee types: asset-based, fixed, or performance-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company does business with a number of different investors. It provides services to investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, and other investment advisers. Out of its 6 clients, Newton Investment Management North America's biggest client group by number of accounts is investment companies.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 95.83%
    • Charitable Organizations - 4.17%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Newton Investment Management North America does not have any disclosures.

    Please visit its Form ADV for more details.

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