Diane Stack
Diane Stack is a CFA-designated registered investment advisor at North Point Portfolio Managers Corporation, based in Orange Village, OH, with 25 years of industry experience. Diane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 273 clients with $780M 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 | 0.90% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Applied at 1.0% of the first $500,000 and 0.8% of the next $500,000 of investments. Fee schedule for endowment funds or charitable organizations and trusts for managed balanced portfolios: First $1 million 0.72% (applied at 0.8% of the first $500,000 and 0.64% of the next $500,000 of investments), Next $4 million 0.48%, Amount over $5 million 0.4%. The fee schedule for relationships over $40 million and sizeable all-equity institutional relationships are negotiable.
Fee Estimator
Location
100 Park Avenue, Suite 200, Orange Village, OH, 44122-8201
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
North Point Portfolio Managers Corporation
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.