Estate Planners of New England (EPNE) provides investment portfolio strategies to individual investors, financial advisors, and institutions. They offer financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. EPNE uses mutual funds and exchange-traded funds to diversify portfolios. Clients can impose restrictions on investments based on their values, but EPNE reserves the right to end the relationship if restrictions hinder service.
Assets Under Management$52M
Clients119
Advisors2
Avg. per Client$440K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
All clients engaging in Investment Management Services must either engage in Comprehensive Financial Planning or agree to our fee billing agreement. Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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