First Needham Investments is a registered investment advisor located in Newton, Massachusetts, founded in 2000 and owned and operated by Bruce C. Levine. The firm primarily acts as a referral service, connecting individuals, high net worth individuals, trusts, estates, and businesses with unaffiliated third-party investment managers. First Needham does not directly manage client portfolios, provide ongoing investment oversight, or place assets into wrap fee programs. Instead, clients enter into direct agreements with the recommended independent managers, who handle the actual investment management and billing. First Needham receives a portion of the fee collected by the independent manager for the referral. The firm does not charge its own advisory fees on assets referred to independent managers and does not sell securities or charge performance-based fees.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.