Northeast Financial Group (NEFG) provides financial planning and investment management services. Financial planning covers areas like retirement, education, estate, and risk management. Investment management involves allocating assets among mutual funds, ETFs, and individual securities. NEFG may recommend independent investment managers for clients. NEFG also offers consulting services to pension plans and retirement plans.
Fee Structure
NEFG offers investment management for an annual fee that varies from 0.20% to 1.35% of the value of your portfolio. The specific rate depends on the size and composition of your investments. This fee is charged quarterly or monthly, in advance. NEFG also uses advisor share class mutual funds and can charge an advisory fee not to exceed 1.00% on these funds.