Needham Advisory Corporation
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$90,960,964
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
143
22% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
143
Very HighAverage account size
$636,091
About
Needham Advisory Corporation provides personalized investment management and financial counseling to individuals (including high-net-worth clients), trusts, retirement plans, endowments, and other entities. The firm is fee-only and offers portfolio management, comprehensive financial planning, hourly consultation services, and can serve as trustee or co‑trustee when requested.
The firm’s investment process uses fundamental analysis supplemented by proprietary relative-value and intrinsic-value assessments and technical review to build risk‑managed equity, fixed-income, and balanced portfolios tailored to client objectives. Accounts are monitored on an ongoing asset-by-asset basis and reviewed quarterly, with most client relationships managed on a discretionary basis unless the client specifies limitations.
Compared with many peers, Needham Advisory operates with a compact, long-established advisory team managing roughly $102 million and a relatively high proportion of discretionary accounts. It also offers a few less-common features for a firm of its size — including model portfolios designed to provide indirect exposure to the cryptocurrency ecosystem via publicly traded companies and ETFs, explicit treatment of cash as an asset class in portfolio construction and fee calculations, and the availability of both limited hourly consultations and standalone financial planning engagements.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
Cash flow / budgeting
Tax-loss harvesting
Fee options
Minimum flat fee of $2,500 for Financial Planning clients not engaging in ongoing Investment Management
$0 - $2,000,000: 1.00% (RBNAC clients prior to 10/4/2018 and after 10/4/2018) Over $2,000,000+: 0.50% (RBNAC clients prior to 10/4/2018) $0 - $2,000,000: 1.25% (Kimball Capital Management clients prior to 10/4/2018) Next $2,000,000 - $4,000,000: 1.00% (Kimball Capital Management clients prior to 10/4/2018) Next $5,000,000 - $9,000,000: 0.75% (Kimball Capital Management clients prior to 10/4/2018) Next $15,000,000 - $24,000,000: 0.60% (Kimball Capital Management clients prior to 10/4/2018) Over $25,000,000+: 0.45% (Kimball Capital Management clients prior to 10/4/2018) $2,000,000 - $5,000,000: 0.75% (RBNAC clients after 10/4/2018) Over $5,000,000+: 0.50% (RBNAC clients after 10/4/2018)
$250.00 per hour for Investment and Financial Consultation
Minimum fee: Minimum Annual Fee of $1,500.00 for clients of RBNAC prior to October 4, 2018; $2,500 flat fee minimum for Financial Planning clients without ongoing Investment Management Fee-only: Firm is fee-only; does not receive commissions or other compensation.
Main office location
Needham Advisory Corporation
861 Turnpike Street, Unit 226
North Andover MA 01845, United States
Number of offices
1
Most active in
Needham Advisory Corporation has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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