Assets Under Management
$576.4M
Number of Clients
362
Number of Advisors
4
Average Client AUM
$1.6M
AUM per Advisor
$144.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Northeast Advisers, Inc. is an independent Registered Investment Adviser based in Paoli, PA. They offer investment advisory and financial planning services, striving to align their interests with clients. They develop investment strategies to meet client goals, using no-load mutual funds, ETFs, and individual securities. They also provide fiduciary services to retirement plan sponsors.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees negotiable for accounts over $2,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
163 W. Lancaster Ave, Paoli, PA, 19301