Nicholas Distefano is a registered investment advisor at New England Private Wealth Advisors, LLC, based in Wellesley, MA. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 372 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
NEPWA has the discretion, on a case-by-case basis, to charge a lesser investment advisory fee to clients. For Diversified Income Model SMA Strategies, NEPWA charges an annual fee of 1%.
Fee Estimator
Location
36 Washington Street, Suite 280, Wellesley, MA, 02481-1922
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
New England Private Wealth Advisors, LLC
State Registrations1 state
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