RP
CFP

Rebecca Proetto

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
362 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$576.4M

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.00%
$1.0M - $1.5M0.85%
$1.5M - $2.0M0.75%
$2M+0.75%

Fees negotiable for accounts over $2,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:Up to $200/hr

Northeast Advisers, Inc. charges an annual fee based on a percentage of your assets under management. The fee is negotiable depending on your circumstances. Financial planning services are also available at an hourly rate not to exceed $200 per hour. Financial planning costs may be waived for investment clients. You may also incur additional fees from money management firms, mutual fund internal expenses, 12b-1 fees, platform fees, and transfer fees. The sliding scale is as follows: Up to $999,999: 1.00%, $1,000,000 to $1,499,999: 0.85%, $1,500,000 to $1,999,999: 0.75%, Over $2,000,000: Negotiable.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate Planning
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Advisor Information

Office location

163 W. Lancaster Ave, Paoli, PA, 19301

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Northeast Advisers, INC.
July 2015 - Present · 10 yrs 6 mos
State Registrations2 states
NJPA
Advisor
Exams
No exam information available for this advisor.
Rebecca Proetto - Financial Advisor | AdvisorDiscover