Nefpg
Answer a few questions and
get matched with an advisor.
Learn more about Nefpg
Overview
Nefpg operates as a financial advisory firm located in Burlington, Massachusetts. Nefpg has $202.5 million in total assets throughout 709 customer accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). The company has a small group, including 3 financial advisors. Nefpg is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial assets like bonds, options and stocks.
Nefpg oversees most of the firm's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell decisions without needing the customer's consent. Nefpg also administers 309 non-discretionary accounts totaling $93.0 million in AUM. Nefpg administers roughly $285,547 for each account. The typical advisor at Nefpg administers around 236 client accounts.
The company's main office is located at 69 Winn Street, Burlington, Massachusetts 1803. It is registered to serve clients throughout 8 states, including Florida, Georgia, Maine, Massachusetts, New Hampshire, New York, Texas and Vermont.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Nefpg by the Numbers
$202.5 million
6
709
$285.5 thousand
Products and Services
Financial services offered by Nefpg can include financial planning services and portfolio management for individuals and small businesses. In the last fiscal year, Nefpg provided financial planning services to 1-10 of its accounts. Nefpg does sell products or offer services aside from investment advice to its clients.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors are based on the type of financial services provided. Fees charged by Nefpg may include some blend of the following fee types: asset-based, hourly or fixed. Nefpg participates in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It caters to retail investors and high net worth investors. Out of its 709 accounts, Nefpg's biggest client group is retail investors, but it also serves 64 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 31.84%
- Other Individuals - 68.16%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Nefpg
Burlington, MA
Burlington, MA
Burlington, MA
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.