Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NPA's financial planning fees are structured as fixed fees (generally not exceeding $25,000), hourly fees (ranging from $100 to $500 per hour), or annual retainers (ranging from $500 to $25,000 annually), depending on the scope and complexity of the services. Fees are negotiated on a case-by-case basis. NPA may waive financial planning fees at its sole discretion. Subscription fees for wealth management software are up to $100 per month.
Areas of Practice
Advisor Information
Office location
37 1/2 Forrester Street, Newburyport, MA, 01950
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Customer Dispute
June 2012Other Business ActivitiesSells Insurance
Corey sells non-variable insurance products including life, fixed annuity, LTC, DI and health, dedicating minimal time to this. He also works with Northeast Planning Associates, Inc. as a registered investment advisor, spending nearly full-time hours on this activity.