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Northeast Financial
Westport, Connecticut
5.0
2 Reviews
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 ...see more
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
- Selection of other advisers
Other Business Activities
- Accountant or accounting firm
Reviews for Northeast Financial
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