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Our Fee Schedule

What We Charge

Fees Charged by Investment Advisor Fee Amount Fee Amount (%) Frequency Fee Is Charged Services
Assets Under Management

$0 - $2,000,000

$2,000,001 - $5,000,000

$5,000,001 and above

1.00 %

0.75%

0.50%

Monthly in advance

Investment management, financial planning and trustee services

Hourly Fee $250.00/hour
When engaged by the client

Financial planning, independent portfolio and security reviews for non-supervised accounts

Subscription Fee None


Fixed Fee None


Commissions to the advisor None


Custody Audit Fee Variable/# of accounts N/A

Performance-Based Fee None


Minimum Fee Annually None


Fees Charged by Third Parties
Fee Amount

Frequency Fee is Charged
Services
Third Party Money Manager N/A


Robo-Advisor Fee N/A



Carefully read Item 4 and Item 5 of Form ADV Part 2A (“Brochure”), as these sections of the Brochure may contain important details about Needham Advisory Corp. advisory services and fees. Fees may not apply to all clients. Fees may be negotiable. The fees will only apply to you when you request the services listed.


Additional Fees and Costs to Discuss with Your Advisor:

Additional Fees/Cost
Yes/No
Paid To
Brokerage Fees Yes Charles Schwab or designated broker
Commissions No
Custodian Fees Yes Needham Advisory for consultation account
Mark-ups No
Mutual Fund/ETF Fees and Expenses Yes Charles Schwab, Mutual Fund or ETF Company

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