BILL NEWELL, Registered Investment Advisor
"-Only" Investment, Retirement and Tax Planning
Helping you to CREATE, ACCUMULATE and PRESERVE WEALTH.
Our speciality is Asset Management by Allocation Planning, Account Monitoring, Portfolio Reporting and rebalancing on a Regularly schedule basis.
Our speciality is Asset Management by Allocation Planning, Account Monitoring, Portfolio Reporting and rebalancing on a Regularly schedule basis.
REGULARLY SCHEDULED REVIEWS
ACCOUNTS OF $100,000 AND MORE, WILL BE MONITORED AND REVIEWED WITH THE CLIENT QUARTERLY. FEE IS 1% PER YEAR, PAYABLE MONTHLY, QUARTLY, SEMI-ANNUAL OR ANNUALLY.
ACCOUNTS OF $50,000 TO $99,999, WILL BE MONITORED AND REVIEWED WITH THE CLIENT SEMI-ANNUALLY. FEE IS 1.5% PER YEAR, PAYABLE MONTHLY, QUARTLY, SEMI-ANNUAL OR ANNUALLY.
ACCOUNTS OF UNDER $50,000, WILL BE MONITORED AND REVIEWED WITH THE CLIENT ANNUALLY. FEE IS 2% PER YEAR, PAYABLE MONTHLY, QUARTLY, SEMI-ANNUAL OR ANNUALLY.
THE ASSET MANAGEMENT REPORT
ACTUAL vs TARGET COMPARISON PERIOD REPORTTHE RETURN ON INVESTMENT
FOR THE REPORTING PERIOD BY ASSET
RECOMMENDATIONS FOR CHANGES IN THE PORTFOLIO.
On May 21, 1997, I was granted registration as a REGISTERED INVESTMENT ADVISOR by the United States Securities and Exchange Commission in Washington, D.C., under Section 203(c) of the Investment Advisors Act of 1940.
On May 10, 1997, I was licensed as a REGISTERED INVESTMENT ADVISOR by the State of Oregon, Department of Consumer & Business Services, Division of Finance & Corporate Securities in Salem Oregon.
I am a "Fee-Only" Investment Advisor and money manager, specializing in asset Mangement thru allocation planning and balancing. I do not represent a securities broker-dealer and do not receive commissions on investment securities. This will eliminate a possible conflict of interest.
BUSINESS EXPERIENCE AND BACKGROUND ;
CERTIFIED CAFETERIA PLAN SPECIALIST 9-01
REGISTERED INVESTMENT ADVISOR. 5-97
LICENSED TAX PREPARER, STATE OF OREGON. 1-92
LICENCED CONTINUING EDUCATION INSTRUCTOR/PROVIDER, 120 HRS/YEAR
INSURANCE, TAX, LEGAL, OREGON, WASHINGTON, CALIFORNIA, HAWAII
REGISTERED INVESTMENT ADVISOR AGENT 1-91
SERIES 6, INVESTMENT COMPANIES. 10-84 VARIABLE CONTRACTS REPRESENTATIVE. 10-84 SERIES 7, GENERAL SECURITIES REPRESENTATIVE. 10-84SERIES 63, UNIFORM SECURITIES STATE LAW EXAM. 3-94
LIFE INSURANCE LICENSED AGENT. 10-84
ANNUITY, VARIABLE ANNUITY & HEALTH LICENSED AGENT. 10-84
COMPLETE 70+ HRS OF CONTINUING EDUCATION YEARLY.
VICE PRESIDENT, 2nd VP, STATE OF OREGON, past
OREGON ASSOCIATION OF TAX CONSULTANTS.
VICE PRESIDENT, 2nd VP, JACKSON COUNTY CHAPTER, past
OREGON ASSOCIATION OF TAX CONSULTANTS.
WEBMASTER:
ROTARY CLUB, MEDFORD QUAIL POINT, OREGON, past PRESIDENT.
ROTARY CLUB, MEDFORD QUAIL POINT, OREGON,
past BOARD MEMBER.
ROTARY FOUNDATION COMMITTEE, DISTRICTpast
UNITED WAY, JACKSON COUNTY, past BOARD MEMBER.
UNITED WAY, JACKSON COUNTY, past CHAIR, PLANNED GIVING.
MEMBER OF OREGON ASSOCIATION OF TAX CONSULTANTS.past
MEMBER OF NATIONAL ASSOCIATION TAX CONSULTANTS.past
MEMBER SOUTHERN OREGON ESTATE PLANNING COUNCIL.past
HIGH SCHOOL GRADUATE.
FORMER OWNER/MANAGER, 2 STORES FOR 8 YRS
OPERATING "KNITS IMPORTED" & "FASHION PLUS"
RETAIL BUSINESS
J J NEWBERRYS MANAGER, MEDFORD
JC PENNYS ASST MANGER, MEDFORD
USA CITIZEN & SERVED OUR COUNTRY IN THE MILITARY.
"ON LINE" 24/7
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