New England Private Wealth Advisors (NEPWA) provides investment advice and wealth management to individuals, high-net-worth individuals, trusts, estates, and businesses. NEPWA helps clients with asset allocation and suggests investments in various products like ETFs and mutual funds. NEPWA may also consult on financial planning topics such as tax, education, retirement, and estate planning. NEPWA also offers separate account investment model strategies designed to seek current income, liquidity, and tax efficiency.
Assets Under Management$3B
Clients372
Advisors10
Avg. per Client$8.1M
Avg. per Advisor$300M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
NEPWA has the discretion, on a case-by-case basis, to charge a lesser investment advisory fee to clients. For Diversified Income Model SMA Strategies, NEPWA charges an annual fee of 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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