JS
CFP
JS
CFP

Jeremy Seth Sandler

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
372 clients
Average Client Portfolio
$8.1M average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $10.0M0.80%
$10M+0.50%

Fees may be negotiable on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

36 Washington Street, Suite 280, Wellesley, MA, 02481-1922

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
New England Private Wealth Advisors, LLC
July 2014 - Present · 11 yrs 7 mos
Previous Registrations
The Colony Group, LLC
July 2012 - June 2014 · 1 yr 11 mos
Mintz Levin Financial Advisors LLC
January 2012 - August 2012 · 7 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.