1 North Wealth Services, LLC is a registered investment advisor based in Annapolis, Maryland, managing over $320 million in client assets. The firm provides discretionary investment management and financial planning services tailored to each client's specific goals, risk tolerance, and timeline. 1 North Wealth Services constructs diversified portfolios primarily using mutual funds, exchange-traded funds, and individual securities, with options for values-based or sustainable investing. In addition to ongoing portfolio management, the firm offers financial planning covering retirement projections, education funding, and estate planning considerations. Clients with at least $1 million under management generally receive financial planning services included with their portfolio management. The firm operates as a fee-only advisor, meaning compensation comes directly from client fees rather than commissions on products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Subject to a minimum quarterly fee of $625 for accounts under $500,000. Fees are negotiable and related accounts may be combined.