Needham Advisory Corp. is a registered investment advisor founded in 1985 that provides custom investment management and comprehensive financial counseling to individuals, trusts, retirement plans, and endowments. Operating on a fee-only basis, Needham Advisory is legally required to act in your best interest and does not sell financial products or earn commissions. The firm tailors investment portfolios to each client's unique financial plan and goals, utilizing fundamental analysis, proprietary relative value analysis, and technical analysis. In addition to continuous portfolio management, Needham Advisory offers standalone financial planning and hourly consultations to help clients with cash flow, budgeting, tax strategies, insurance needs, retirement income distribution, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Rates shown are for clients who joined after October 4, 2018. Clients who joined prior to October 4, 2018 have different schedules (either 1% up to $2M then 0.5% with a $1,500 minimum annual fee, or legacy rates starting at 1.25%).