Northern Financial Advisors, INC
Assets Under Management
$619.8M
Number of Clients
323
Number of Advisors
5
Average Client AUM
$1.9M
AUM per Advisor
$124.0M
Compensation
Fixed/Hourly
About This Firm
Northern Financial Advisors provides holistic financial planning, including tax and estate planning, risk management, and retirement planning, as well as standalone investment management. They offer Standard, Spark, and Asset Management Retainers, tailoring advice to individual client needs and objectives. NFA may recommend sub-advisors.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Location
74 E. Long Lake Rd., Suite 200, Bloomfield Hills, MI, 48304
