New England Schooner, Inc. offers personalized investment advice and financial planning services. They manage investment portfolios, create financial plans covering areas like tax and retirement, and provide pension consulting. New England Schooner works with individuals, families, and retirement plans to help them achieve their financial goals.
Assets Under Management$130M
Clients336
Advisors4
Avg. per Client$390K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
New England Schooner charges a percentage of your portfolio each year, paid quarterly. The exact fee can be negotiated. If you end your relationship, you'll receive a refund for any unused portion of the quarterly fee. This fee does not include brokerage commissions or other transaction fees.
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