John Grib is a CFA, CFP-designated registered investment advisor at Northport Investment Management, LLC, based in Radnor, PA, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 40 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable based on age, the level of aggregate balances, and the nature and complexity of investments managed and the extent of services provided.
Fee Estimator
Location
Radnor Station Bldg. #1, Suite 304, 290 King of Prussia Road, Radnor, PA, 19087-5143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Northport Investment Management, LLC
State Registrations1 state
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