Northeast Advisers, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$576,435,239
Total clients
320
32% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
80
Average account size
$1,801,360
Client services
Fee options
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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Northeast Advisers, Inc.
163 W. Lancaster Ave
Paoli PA 19301, United States
Number of offices
3
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