Northeast Capital Management, INC.

Fee-Only (% of Portfolio)

Northeast Capital Management provides investment management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. They develop a personal investment policy for each client and manage a portfolio based on that policy. Northeast Capital Management manages accounts on a discretionary basis only, and clients can place reasonable restrictions on investments.

Assets Under Management$110M
Clients86
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$110M

Fee Structure

Minimum Investment:$750K
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Northeast Capital Management, INC. | TrueAdvisor