Northeastern Financial Consultants provides investment advice and financial planning to individuals, businesses, and retirement plans. Northeastern Financial Consultants helps clients allocate assets among stocks, bonds, mutual funds, and exchange-traded funds. They also offer financial planning services on a separate fee basis, covering topics like estate planning and insurance. Northeastern Financial Consultants also provides retirement consulting services to plan sponsors.
Assets Under Management$66M
Clients92
Advisors2
Avg. per Client$720K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.65% |
Fees negotiable for accounts over $3,000,000. Multiple accounts from the same investor will be summed to compute the blended fee rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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