Carolyn Keating

36 North Capital Management offers investment management services using either a flat quarterly retainer or a percentage of managed assets. Fees are negotiated on a per-client basis depending on the amount invested, the complexity of your situation, the services provided, and whether the engagement is discretionary or non-discretionary. Discretionary arrangements typically cost more than non-discretionary ones, and alternative asset classes may incur higher fees than traditional assets. Fees are generally billed quarterly in advance. Please note that the firm generally requires a minimum investment of $50,000,000, though smaller portfolios may be accepted at their discretion.