New England Private Wealth Advisors, LLC
Assets Under Management
$3.0B
Number of Clients
372
Number of Advisors
9
Average Client AUM
$8.1M
AUM per Advisor
$333.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
New England Private Wealth Advisors (NEPWA) offers continuous investment advisory and wealth management services on a fee-only basis. Services include asset allocation planning and investment in various securities. NEPWA consults with clients on financial planning topics and provides objective investment advice. They do not sell commissioned products and are not affiliated with entities that do.
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
Location
36 Washington Street, Suite 280, Wellesley, MA, 02481-1922