Fiduciary advisors in Newport, RI
3 registered advisers
The Newport market includes 3 fiduciary advisors registered with the SEC. 3 run fee-only practices, meaning they earn nothing from selling financial products.
SLOCUM, GORDON & CO. LLP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$219M
Minimum--
Clients253
TRANSWESTERN CAPITAL ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$74M
Minimum--
Clients1
YOUNG RICHARD C & CO LTD
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.6B
Minimum--
Clients2,036