Northeast Equity Research provides investment management services to individuals saving for retirement or college, and small business SEP plans. Northeast Equity Research creates an Investment Policy Statement (IPS) to govern the portfolio, which is updated annually. Portfolios consist of individual equities, bonds, ETFs and occasionally options. The firm also uses Pontera to manage 401k assets.
Assets Under Management$13M
Clients100
Advisors1
Avg. per Client$130K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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