New England Retirement Consultants, established in 2006, provides consulting and advisory services for retirement plans like 401(k)s and 403(b)s, as well as endowments and foundations. They assist organizations in managing their responsibilities under federal retirement plan rules and the Uniform Prudent Management of Institutional Funds Act. Services include vendor searches, asset allocation, investment monitoring, and outsourcing chief investment officer responsibilities. They also offer de-risking strategies for defined benefit pension plans.
Assets Under Management$2.1B
Clients14
Advisors4
Avg. per Client$150M
Avg. per Advisor$530M
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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