New England Private Wealth Advisors, LLC offers continuous investment management and wealth planning services to individuals, high-net-worth individuals, trusts, estates, and business entities. The firm builds diversified portfolios across global asset classes using exchange-traded funds, mutual funds, government bonds, and individual securities. In addition to traditional custom portfolios, New England Private Wealth Advisors, LLC offers model strategies focused on current income and tax efficiency. The firm also consults on financial planning topics such as tax planning, education planning, retirement planning, estate planning, insurance needs, cash flow, and charitable giving at no separate charge for wealth management clients. New England Private Wealth Advisors, LLC is owned by Aspen Standard Group, LLC and operates as a fee-based registered investment advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Fees are negotiable based on anticipated future earnings, deposits, pre-existing relationships, and related accounts. Diversified Income Model Strategies are charged at a flat rate of 1.00%.