| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees negotiable for accounts over $2,000,000.
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.
163 W. Lancaster Ave, Paoli, PA, 19301
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