Assets Under Management
$3.0B
Number of Clients
372
Number of Advisors
9
Average Client AUM
$8.1M
AUM per Advisor
$333.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
New England Private Wealth Advisors (NEPWA) offers continuous investment advisory and wealth management services on a fee-only basis. Services include asset allocation planning and investment in various securities. NEPWA also consults with clients on financial planning topics without charging a separate fee. NEPWA is owned by Aspen Standard Group, LLC.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Fees may be negotiable on a case-by-case basis.
36 Washington Street, Suite 280, Wellesley, MA, 02481-1922