Northeast Investment Management (NIM) provides investment advice to help clients build, protect, and manage their wealth. NIM creates tailored portfolios based on each client's needs. In addition to investment advice, NIM's portfolio managers may provide estate-planning services and serve as personal trustees. NIM also provides tax preparation, estate settlement, bill paying, and general consulting for a separate fee.
Assets Under Management$3.3B
Clients1,651
Advisors9
Avg. per Client$2M
Avg. per Advisor$360M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable. Some fee arrangements are based on a fixed dollar amount or include a fixed dollar component and could therefore exceed the fees in the fee schedule set forth above. NIM manages RBC wrap fee accounts and charges 0.75% to 1% of the asset value of each account.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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