NEFPG
Burlington, Massachusetts
5.0
1 Review
NEFPG is a small investment advisory firm headquartered in Burlington, MA. With six dedicated employees, including three experienced investment advisors, NEFPG provides exceptional financial services to a diverse clientele. Renowned for their expertise, NEFPG's investment advisors manage an impressive average of $7,544,490,000 in assets under management per advisor, surpassing the industry average.
NEFPG's compensation structure is designed to align their success with that of their clients. They employ various types of compensation, such as a percentage of assets under management, ensuring a mutually beneficial partnership. Curre...
See more
Loading...
Assets Under Mgmt
$202.45M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other Business Activities
Registered representative of a broker-dealer
Insurance broker or agent
Resources
On the Blog
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.