New England Capital Financial Advisors offers personalized investment management and financial planning services to individuals, families, businesses, and trusts. Registered as an investment adviser with the federal government, the firm develops customized investment portfolios based on each client's specific goals, risk tolerance, and time horizon. New England Capital Financial Advisors manages portfolios on a discretionary basis, meaning they make day-to-day trading decisions on behalf of clients. In addition to managing investments, the firm provides comprehensive financial planning covering areas such as retirement preparation, tax strategies, cash flow management, insurance analysis, and estate planning guidance. Clients also receive access to digital tools for tracking accounts and financial goals. The firm emphasizes a long-term approach to investing and works to align portfolios with each client's unique financial situation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fees are invoiced quarterly in arrears. Fees may be negotiable or discounted based on various factors such as account size, complexity, and relationship size.