Advisor at Northeast Advisers, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Northeast Advisers, Inc.
Location
Sugarloaf, PA 18249
Credentials
CFP®
Industry experience
8 years
Financial planning or project consulting basis for a flat fee (specific amounts not stated)
$0 - $999,999: 1.00% $1,000,000 - $1,499,999: 0.85% $1,500,000 - $1,999,999: 0.75% $2,000,000+: Negotiable
Financial planning services billed at hourly rate not to exceed $200 per hour
Account minimum: $250,000 minimum aggregate relationship size (may be waived) Fee-only: Fee-only investment advisory consulting services; no commissions or undisclosed remuneration
Eric J Bleiler, CPA & Co., LLC
2018 - Present (8 years)
Jones Kohanski & Co, Pc
2003 - 2018 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 65, Series 66
Hazle Township, PA
Edward Jones
Series 63, Series 66
Hazleton, PA
Edward Jones
Series 63, Series 66
Hazle Township, PA
Edward Jones
Series 63, Series 65
Hazleton, PA
GFS Financial Advisors, LLC
Series 65
Conyngham, PA
Wagner Wealth Management, Corp.
Series 63, Series 66
Conyngham, PA
Wagner Wealth Management, Corp.
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