Overview
- Headquarters
- Burlington, MA
- Total Firm Assets
- $246 million
- Average High-Net-Worth Client Portfolio Size
- $2.7 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: NEFPG FORM ADV PART 2A (AUGUST 25, 2026) (2026-09-02) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $100,000 | 1.75% |
| $100,001 | $200,000 | 1.50% |
| $200,001 | $500,000 | 1.25% |
| $500,001 | and above | 0.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,750 | 1.08% |
| $5 million | $40,750 | 0.82% |
| $10 million | $78,250 | 0.78% |
| $50 million | $378,250 | 0.76% |
| $100 million | $753,250 | 0.75% |
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
- 84.26%
- Number of High-Net-Worth Clients
- 76
- Total Client Accounts
- 709
- Discretionary Accounts
- 379
- Non-Discretionary Accounts
- 330
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 105254
- NEFPG FORM ADV PART 2A (AUGUST 25, 2026) (2026-09-02) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗