As the homepage states, “No Matter Where You Are in Life, It All Starts with a Plan.” Whether Summary, Retirement, or Financial, the professionals at North East Asset Management must learn and, more importantly, listen before they can advise. It is our opportunity to become immersed in your financial situation, thereby allowing the most objective and fiduciary advice to be dispensed on your behalf.
Exclusive to Emerging Clients with a Net Worth <$1,000,000, a Summary Plan is the bedrock upon where you begin to accumulate wealth. Every aspect of your financial situation is analyzed in broad fashion, covering the five principles of financial planning, complete with actionable Short and Long-Term Recommendations, for implmentation.
Primarily for clients within 7 years of retirement, this targeted analysis examines pre and post-retirement considerations, including, but not limited to Asset Allocation, Cash Flow Planning, Income Tax Efficiency, Legacy Planning, RMDs, and Social Security Income Timing just to name a few. Considering 10,000 people turn 65 every day, a measure of your retirement plan can provide validation and certainty.
Leveraging the best technology (account aggregation, artificial intelligence, cloud and mobile access) with human expertise, allows for an enhanced client experience, irrespective if you are an Emerging or Elite client. Given this holistic and dynamic Client/Advisor relationship, so too is the straightforward method of fee calculation, Retainer based on Client Net Worth. As the Client’s most trusted Advisor, NEAM realized in 1992, this method of compensation accurately reflected the comprehensive services provided, as opposed to the industry standard of “Assets Under Management.” The net result is a limited clientele with customized financial solutions and personalized service. After all, that is what you are paying for, right…?!?
$1,000,001 – $3,000,000
$3,000,001 – $5,000,000
** Sample Annual Fee Calculation: Net Worth $1,200,000 @ 30% = $3,600.00 or $300.00 per month
“Money is a means to enhance life’s experiences.”
Do you have 15 minutes to discuss your next experience?