New England Financial Group provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. NEFG creates an Investment Policy Statement for each client, outlining their current situation, income, tax levels, and risk tolerance. NEFG generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$77M
Clients85
Advisors1
Avg. per Client$910K
Avg. per Advisor$77M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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