Newcorp Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$140,839,566
Clients
190
Advisors
2
of 3 employees
About
NewCorp Wealth Management advises individual clients—including high-net-worth households—corporate clients, and sponsors of employer-sponsored retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, including assistance with investment policy statements and plan benchmarking.
Portfolios are tailored to client objectives and risk tolerances using asset-allocation frameworks and a blend of strategies (for example, dollar-cost averaging, technical analysis, and long- and short-term holdings); model allocations are reviewed at least quarterly and clients are invited to participate in reviews at least twice a year. Client assets are held with an independent custodian (the firm generally recommends Charles Schwab), and advisory services are delivered on an asset-based fee basis with billing in advance and itemized statements available through a client portal.
A distinctive aspect of the firm is that some representatives are licensed insurance agents who may recommend and receive commissions on insurance products in addition to advisory fees, a potential conflict the brochure discloses. The firm operates with a small advisory team managing approximately $177 million in discretionary and non-discretionary assets and also provides ERISA 3(21) and 3(38) fiduciary services to retirement-plan clients, combining individual wealth management with plan-level fiduciary roles.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees range from $1,000 to $7,500 per project
Under $500,000 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001+: 1.05%
Main office
11720 Amberpark Drive, Suite 170
Alpharetta GA 30009
Advisors at this office
2
Most active in
Florida · Georgia · Texas
Also doing business as
Newcorp Financial Services, Inc. · Newcorp Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Lance N
CFP®, Series 63, Series 65
Alpharetta, GA
Newcorp Wealth Management
Lance Newsome is a CFP®-certified financial advisor with 27 years of industry experience. He has worked at Newcorp Wealth Management since 2018 and previously at Maryland Financial Group, Inc. and LPL Financial. Newsome is also involved in independent insurance sales focused on non-variable life and annuity products. Newcorp Wealth Management serves individual, corporate, and retirement-plan clients by providing portfolio management, financial planning, and retirement-plan consulting. The firm uses tailored asset-allocation frameworks incorporating multiple investment strategies and offers ERISA fiduciary services alongside individual wealth management.
John N
Series 63, Series 66
Alpharetta, GA
Newcorp Wealth Management
John Newsome is a financial advisor at NewCorp Wealth Management in Alpharetta, GA, with 31 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Purshe Kaplan Sterling Investments and Maryland Financial Group, among others. He is co-owner of NewCorp Financial Services and also works as an insurance agent providing insurance and fixed annuity solutions. NewCorp Wealth Management serves individual clients, including high-net-worth households, corporate clients, and sponsors of employer-sponsored retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting with tailored portfolios reviewed regularly and advisory services delivered through a small team.
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