Northeast Advisers, INC.
Assets Under Management
$576.4M
Number of Clients
362
Number of Advisors
4
Average Client AUM
$1.6M
AUM per Advisor
$144.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Northeast Advisers, Inc. (NAI) is an independent Registered Investment Adviser (RIA) based in Paoli, Pennsylvania. They offer investment advisory and financial planning services, striving to represent clients’ best interests with low-cost, transparent investment solutions. They develop investment strategies designed to meet clients' goals, typically including no-load mutual funds, exchange traded funds, and individual securities. NAI uses Orion Advisor Services for performance reporting and billing.
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
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
Location
163 W. Lancaster Ave, Paoli, PA, 19301