Northeast Advisory Group offers asset management services, providing continuous supervision over client accounts through a qualified custodian. Northeast Advisory Group tailors portfolios based on individual financial situations, investment objectives, and risk tolerances, primarily utilizing mutual funds and a software system to evaluate investments. In addition to direct asset management, Northeast Advisory Group refers individual and retirement plan clients to third-party money managers, such as Brinker Capital, and receives a portion of the fee charged by those managers. Northeast Advisory Group also provides retirement plan consulting services to plan sponsors. The firm is owned and operated by Susan L. Sariti and is based in Scranton, Pennsylvania.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.60% |
| $100K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $4.0M | 0.35% |
| $4.0M - $5.0M | 0.30% |
| $5M+ | 0.30% |
Fees are not tiered or blended, and are not negotiable. Accounts over $5,000,000 are subject to quote.