New England Financial Planning Group (NEFPG) offers asset management and financial planning services. For asset management, NEFPG creates and manages investment portfolios based on each client's goals. Financial planning covers areas like net worth, taxes, cash flow, investments, retirement, estate planning, and insurance. NEFPG may recommend its own services or those of its representatives as registered representatives of a broker-dealer, creating a conflict of interest.
Assets Under Management$250M
Clients196
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K+ | 0.75% |
Fee schedule applies to IMPAC and Ambassador programs. Participants in these programs may be entitled to a discounted asset-based fee if they maintain one or more “Related Accounts” within this program.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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