Nicholas Distefano is a registered investment advisor at New England Private Wealth Advisors, LLC, based in Wellesley, MA. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 434 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Fees are negotiable based on anticipated future earnings, deposits, pre-existing relationships, and related accounts. Diversified Income Model Strategies are charged at a flat rate of 1.00%.
Fee Estimator
Location
36 Washington Street, Suite 280, Wellesley, MA, 02481-1922
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
New England Private Wealth Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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