New England Research & Management (NERM) offers investment management services to high net worth individuals and families. NERM manages trusts, retirement accounts, and estates on a discretionary basis. NERM customizes its services to each client's needs and goals, using various investment tools. Clients may offer suggestions, but NERM has final discretion. NERM relies on clients to notify them of any changes in their objectives, goals, and risk tolerance.
Assets Under Management$290M
Clients176
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are not negotiable. NERM generally does not charge fees on accounts less than $50,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...