North Shore Investment Consulting manages investment portfolios and provides comprehensive financial planning and consulting services. The firm builds customized portfolios using a range of investment strategies, relying on Modern Portfolio Theory and a focus on diversification. North Shore Investment Consulting works closely with clients to understand their cash flow patterns, net worth, future goals, and risk tolerance before implementing a tailored investment program. In addition to investment management, the firm offers ongoing reviews and holistic financial planning covering retirement, education, and tax considerations. North Shore Investment Consulting primarily serves high-net-worth individuals, professionals, retirees, and profit-sharing plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.55% |
Fees and account minimums are negotiable at the firm's discretion.