Sarah Bomhoff is a CFA-designated registered investment advisor at Thirtynorth Investments, LLC, based in New Orleans, LA, with 6 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 238 clients with $470M 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 $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M+ | 0.50% |
ThirtyNorth Investments also offers a Coordinated Family Office Services tier (Alignment by ThirtyNorth) with rates of 1.50% on the first $500K, 1.25% on the next $2M, and 0.75% above $2.5M. Pre-existing fee schedules may apply for accounts opened prior to March 1, 2026, and the firm may charge reduced rates based on circumstances.
Fee Estimator
Location
1460 Energy Centre, 1100 Poydras Street, New Orleans, LA, 70163
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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
Thirtynorth Investments, LLC
State Registrations2 states
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Exams
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