Northern Financial Advisors (NFA) offers financial services including holistic financial planning, which may include tax and estate planning, risk management, and retirement planning. NFA also provides standalone investment management. NFA works with clients to develop tailored investment strategies and portfolios based on their individual needs and objectives. NFA may recommend the services of other registered investment advisors for specific strategies in their portfolio.
Assets Under Management$680M
Clients324
Advisors6
Avg. per Client$2.1M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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