N1 Advisors

Newton One Investments, LLC, operating as N1 Advisors, is a registered investment adviser specializing in financial planning, portfolio management, and pension consulting services. Established in 2014, with roots dating back to 2001, the firm tailors investment portfolios to clients' financial circumstances and risk tolerance levels. N1 Advisors offers discretionary portfolio management, allowing them to supervise and direct client investments without prior consultation, though clients can impose restrictions. The firm's annual advisory fee structure is tiered based on assets under management, with no minimum annual fee. Additionally, N1 Advisors provides financial planning services covering various areas such as retirement planning and investment portfolio design. The firm serves individuals, high net worth individuals, retirement plans, corporations, and trusts. N1 Advisors primarily invests in mutual funds, ETFs, and fixed income products, focusing on long-term and short-term purchases. The firm does not engage in performance-based fees or side-by-side management. N1 Advisors recommends Charles Schwab for brokerage and custodial services, considering factors like historical relationship and execution capabilities. The firm does not vote proxies for client securities and does not require prepayment exceeding $1,200 per client. Clients receive quarterly portfolio reviews and reports, with access to additional reports upon request. For any questions or clarifications, clients can contact N1 Advisors' Chief Compliance Officer, Scott Snyder.