Caitlin Shelagh Polson
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
NEPWA has the discretion, on a case-by-case basis, to charge a lesser investment advisory fee to clients.
Fee Estimator
NEPWA charges an annual investment advisory fee based on assets under management (AUM) or a fixed annual fee, which includes both investment advisory and wealth management services. For AUM-based fees, the schedule is 1.00% on the first $2,000,000, 0.80% on the next $8,000,000, and 0.50% on assets over $10,000,000. Fees are billed quarterly in arrears. Fixed fees are determined based on complexity, service level, and assets. Legacy fee arrangements may differ. Clients may incur other fees, such as custodian and third-party manager fees. NEPWA may charge a separate fee for tax preparation services.
Areas of Practice
Advisor Information
Office location
36 Washington Street, Suite 280, Wellesley, MA, 02481-1922
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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