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Newcorp Wealth Management

Headquartered in ALPHARETTA, GA

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Firm Information

Newcorp Wealth Management is an investment advisor registered with the SEC. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages over $94 million in assets and has offices in the United States. They also offer 401(k) plan advisory services.

Newcorp Wealth Management

$94.74M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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401k plan advisor

401k plan advisor

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

NEWCORP WEALTH MANAGEMENT has a total of 1 branch locations across the country.
location

ALPHARETTA, GA

Advisors at Newcorp Wealth Management

View All 2 Advisors
Unclaimed
John Alan Newsome

RA

ALPHARETTA, GA

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Unclaimed
Lance Dustin Newsome

CFP®, RA

ALPHARETTA, GA

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Disclosures

There are no public disclosures for Newcorp Wealth Management.

Frequently Asked Questions (6)

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