Northeast Advisers is an independent registered investment advisor offering investment advice and financial planning. They aim to align their interests with clients by providing transparent, low-cost investment solutions. They develop strategies based on client objectives, using mutual funds, exchange-traded funds, and individual securities. Northeast Advisers acts as a fiduciary, prioritizing client interests and helping retirement plan sponsors manage their responsibilities.
Assets Under Management$580M
Clients362
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees negotiable for accounts over $2,000,000. Multiple accounts from the same investor may be combined for fee purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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