Overview

Headquarters
North Andover, MA
Total Firm Assets
$102 million
Average High-Net-Worth Client Portfolio Size
$2.0 million

Fee Disclosure

Source: NEEDHAM ADVISORY CORP. FORM ADV PART 2A (2026-08-05) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.00%
$2,000,001 $5,000,000 0.75%
$5,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $42,500 0.85%
$10 million $67,500 0.68%
$50 million $267,500 0.54%
$100 million $517,500 0.52%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
61.73%
Number of High-Net-Worth Clients
32
Total Client Accounts
244
Discretionary Accounts
201
Non-Discretionary Accounts
43

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
105378
  • NEEDHAM ADVISORY CORP. FORM ADV PART 2A (2026-08-05) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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