Northeast Financial, headquartered in Westport, CT, is a prominent investment advisory firm providing exceptional financial services to a diverse clientele. With eight dedicated professionals, including three experienced investment advisors, they specialize in managing substantial assets for high net worth individuals. Northeast Financial distinguishes itself with an impressive average of $511,390,000 in assets under management per investment advisor, surpassing industry standards.
The firm's compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring flexibility and ...
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Assets Under Mgmt
$3.7B
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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