Northeast Advisers is an independent registered investment advisor based in Paoli, Pennsylvania, offering personalized investment management and financial planning services. Founded in 2000, the firm creates customized investment strategies designed to meet each client's specific goals, utilizing no-load mutual funds, exchange-traded funds, and individual securities. Northeast Advisers follows a disciplined institutional investment process, starting with a written Statement of Investment Policy, and operates as a fiduciary legally required to act in clients' best interests. The firm serves a diverse client base including individual investors, families, corporate retirement plans, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees for accounts over $2,000,000 are negotiable. Fees may be reduced or waived entirely for employees, family, directors, and others.