New England Asset Management, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

New England Asset Management (NEAM) specializes in managing investments, primarily for insurance companies. NEAM offers various fixed income and equity strategies, including high yield options through a sub-advisory arrangement. NEAM also provides investment accounting, reporting services, and capital strategy services. NEAM tailors its services to meet the unique needs of its clients.

Assets Under Management$100B
Clients139
Advisors1
Avg. per Client$740M
Avg. per Advisor$100B

Fee Structure

Investment management only (planning not offered)

NEAM's fees are based on a percentage of the assets they manage, and the specific rate depends on the investment strategy. The fees are negotiable and can be subject to a minimum annual fee. For core fixed income, the fees generally range up to 0.20% per year. Other strategies have different fee schedules. NEAM also receives compensation from a revenue sharing arrangement with Polen Credit when clients invest in certain Polen Funds.

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Location

1 Advisors at this firm