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Each asset band is charged at its own rate.","source":"ADV PART 2A, filed 22 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Newton One Investments use?","answer":"Newton One Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $445M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Newton One Investments have?","answer":"Newton One Investments has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Newton One Investments invest in?","answer":"At the end of its last fiscal year, Newton One Investments’ separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds, 3% cash and equivalents, 2% sovereign bonds and 1% exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Newton One Investments?","answer":"Newton One Investments’ direct owners are Scott Snyder (75% or more) and Eric Pressler (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Newton One Investments get paid?","answer":"Newton One Investments is paid through a percentage of assets under management and fixed fees. 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