New England Private Wealth Advisors Fees & Minimum

Overview

Headquarters: Wellesley, MA
Total Firm Assets: $5.1 billion
Average High-Net-Worth Client Portfolio Size: $9.0 million
Stated Minimum Account Size: $2,000,000

Recent Rankings

Forbes 2025: 104
Forbes 2024: 96

Fee Disclosure

Source: NEPWA ADV PART 2A (2026-03-27) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.00%
$2,000,001	$10,000,000	0.80%
$10,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	$44,000	0.88%
$10 million	$84,000	0.84%
$50 million	$284,000	0.57%
$100 million	$534,000	0.53%

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: 59.90%
Number of High-Net-Worth Clients: 338
Total Client Accounts: 3,111
Discretionary Accounts: 2,911
Non-Discretionary Accounts: 200

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 133790

NEPWA ADV PART 2A (2026-03-27) (fee schedule source) · View brochure text

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

Frequently Asked Questions

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New England Private Wealth Advisors, LLC