Northeast Financial Group, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Northeast Financial Group is an independent registered investment advisor originally founded in 1987. The firm offers a wide range of services including investment management on both a discretionary and non-discretionary basis, comprehensive financial planning and consulting, retirement plan consulting for employers, and 1031 tax-free real estate exchange services. Northeast Financial Group utilizes mutual funds, exchange-traded funds, individual debt and equity securities, and independent managers to build diversified portfolios tailored to clients' risk tolerance and time horizons. The firm also manages affiliated private investment funds for qualified and accredited investors. Northeast Financial Group operates with a team of professionals including principal Josh Laychock and Chief Compliance Officer Robert Hackenberg, and maintains offices in Allentown, Pennsylvania.

Assets Under Management$1.4B
Clients739
Advisors1
Avg. per Client$2M
Avg. per Advisor$1.4B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.35%

Annual fees range from 0.20% to 1.35% based on portfolio size and composition. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

1 Advisors at this firm

Northeast Financial Group, INC. - Fees, AUM & Advisors | TrueAdvisor