Northeast Financial Group Fees & Minimum

Overview

Headquarters: Allentown, PA
Total Firm Assets: $1.4 billion
Average High-Net-Worth Client Portfolio Size: $2.4 million

Fee Disclosure

Source: NORTHEAST FINANCIAL GROUP, INC. DISCLOSURE BROCHURE (2026-07-28) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	0.20% – 1.35%

Stated Minimum Annual Fee: $1,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$13,500	1.35%
$5 million	$67,500	1.35%
$10 million	$135,000	1.35%
$50 million	$675,000	1.35%
$100 million	$1,350,000	1.35%

Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.

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

Clients

High-Net-Worth Share of Firm Assets: 26.59%
Number of High-Net-Worth Clients: 160
Total Client Accounts: 1,710
Discretionary Accounts: 1,480
Non-Discretionary Accounts: 230

Services Offered

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

Regulatory Filings

SEC CRD Number: 122609

NORTHEAST FINANCIAL GROUP, INC. DISCLOSURE BROCHURE (2026-07-28) (fee schedule source) · View brochure text

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

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Northeast Financial Group, Inc.