Nepc, LLC

Nepc, LLC (CRD# 110562) is a financial advisory firm headquartered in Boston, MA. They manage $5,700,000,000 in 31 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,700
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $183,870,968
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, IL, LA, MA, MI, MN, NC, NH, NV, NY, OH, TX

Financial Advisors at Nepc, LLC
No Advisor Found.
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