Northeast Advisory Group offers ongoing investment management based on your financial situation and goals. They also offer one-time or as-needed consulting on investment or financial planning issues. Northeast Advisory Group may refer clients to third-party money managers. They also provide retirement plan services to retirement plan sponsors.
Assets Under Management$56M
Clients100
Advisors2
Avg. per Client$560K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| 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 subject to quote for over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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