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Roger Saint Pierre

Advisor at Northeast Capital Management, Inc.

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Firm

Northeast Capital Management, Inc.

Location

Fall River, MA 02720

Credentials

Series 65

Industry experience

30 years

About

Roger Saint Pierre is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with Northeast Capital Management, Inc. since 1999 and also has a long-standing association with Rhs Associates dating back to 1973. Northeast Capital Management provides discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs both fundamental and technical analysis and implements client-specific portfolios using a range of strategies tailored to each client’s objectives.

Client services

Based on Northeast Capital Management, Inc.

Portfolio management Pension consulting

Expertise

Based on Northeast Capital Management, Inc.

Active portfolio management

Fee options

Percentage

1% annually, billed quarterly at 0.25% per quarter

Other

Account minimum: $750,000 Minimum fee: $7,500 minimum annual fee

Location

10 North Main Street, Third Floor

Fall River, MA 02720

Most active in

Florida · Massachusetts · Rhode Island

Work history

Northeast Capital Management, Inc.

1999 - Present (27 years)

Rhs Associates

1973 - Present (53 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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