New England Capital Financial Advisors (NECFA) provides investment advice and financial planning services. NECFA offers individual portfolio management, financial planning, consulting services, pension consulting services, and seminars. For portfolio management, NECFA creates and manages portfolios based on clients' goals, risk tolerance, and time horizons. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning. Consulting services offer advice on specific financial topics. NECFA also provides pension consulting services to pension, profit sharing and 401(k) plans, as well as individuals, trusts, estates and charitable organizations. NECFA offers educational seminars on various investment topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
NECFA may charge a lesser investment advisory fee, waive its annual minimum fee, charge a flat fee, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.