First Needham Investments refers individuals, high net worth individuals, trusts, estates, and businesses to unaffiliated investment advisors. First Needham receives a portion of the investment advisory fee for the referral. The client enters into an agreement directly with the investment advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
First Needham does not directly manage investments. Instead, they connect you with other investment advisors who will manage your money. You'll pay those advisors directly, and First Needham gets a portion of that fee for the referral.
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