Needham Advisory Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$90,960,964
Clients
143
Advisors
1
of 5 employees
About
Needham Advisory Corporation is an SEC-registered, fee-only investment adviser that provides custom investment management, financial planning, and consulting to individuals (including high-net-worth clients), trusts, retirement plans, endowments, corporations, and non-profit entities. The firm offers both ongoing managed accounts and standalone planning or hourly consultation engagements, and may serve as trustee, co‑trustee, or successor on trust documents when requested.
The firm’s investment process combines fundamental and technical analysis with proprietary relative‑value models (described as Select Value and Intrinsic Value) to build risk‑managed equity, fixed‑income, and balanced portfolios tailored to client objectives. Portfolios are monitored on an ongoing, asset‑by‑asset basis with quarterly reviews, and the firm explicitly incorporates cash as an asset class in portfolio construction and fee calculations.
Noteworthy features include a long operating history and an expressed policy to control growth to preserve individualized service, plus the availability of model portfolios intended to provide indirect exposure to the cryptocurrency space through publicly traded companies and ETFs rather than direct crypto holdings. Needham Advisory also documents trustee services, offers limited-scope hourly work alongside comprehensive planning, and follows custody procedures that include surprise examinations where applicable.
Client services
Expertise
Fee options
Minimum flat fee of $2,500 for financial planning without ongoing investment management; $250 minimum per consultation
$0 - $2,000,000: 1.00% $2,000,000+: 0.50% $0 - $2,000,000: 1.25% $2,000,000 - $4,000,000: 1.00% $4,000,000 - $9,000,000: 0.75% $9,000,000 - $24,000,000: 0.60% $24,000,000+: 0.45% $0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000+: 0.50%
$250 per hour for investment consultation and financial consultation
Minimum fee: Minimum annual fee of $1,500 for clients of RBNAC prior to October 4, 2018 Fee-only: Fee-only investment advisory, no commissions or product sales
Main office
861 Turnpike St
North Andover MA 01845
Advisors at this office
1
Most active in
Massachusetts · New Hampshire · Texas
Also doing business as
Needham Advisory Corp. · Needham Advisory Corporation · Needham R B Advisory Corp · R. B. Needham Advisory Corp.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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