Estate Planners Of New England, LLC

Estate Planners of New England, LLC is a Limited Liability Company established in July 2001 by principal owner Eric Flaim. The firm specializes in offering investment supervisory services, financial planning, and managing participant accounts with discretionary authority. Investment strategies are based on the FAS Macro-Micro Investment Portfolio Architecture, utilizing mutual funds and exchange-traded funds for asset allocation. EPNE primarily manages assets in various securities, including mutual funds, equities, bonds, and real estate. For investment supervisory services, fees are structured based on total assets under management, ranging from 0.60% to 1.25%. Financial planning services are offered at different levels, with fees starting at $750. Clients may impose restrictions on investments based on personal values, with EPNE providing tailored services based on client-specific needs. The firm does not participate in wrap fee programs and has assets under management totaling $52 million as of December 2024. EPNE acts as a fiduciary, providing ongoing reviews of client accounts and voting proxies in the best interest of clients. The firm does not accept performance-based fees and discloses potential conflicts of interest related to compensation from third parties. Clients have the option to engage in comprehensive financial planning or investment management services, with a minimum account size of $300,000. EPNE's investment philosophy focuses on long-term trading strategies and fundamental analysis to manage risk and optimize returns.