North Coast Asset Management provides investment advice tailored to individual client needs. They develop investment policies and manage portfolios based on client goals, risk tolerance, and time horizons. They also offer an initial fact-finding report to evaluate a client's financial situation, covering areas like personal finances, taxes, investments, insurance, retirement, and estate planning. North Coast manages accounts on a discretionary basis.
Assets Under Management$16M
Clients21
Advisors2
Avg. per Client$760K
Avg. per Advisor$7.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Advisory fee schedule may be adjusted for select clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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