Northlake Capital Management provides investment management services for publicly traded securities, including U.S. listed stocks, ADRs, and taxable and tax-exempt bonds. Northlake consults with clients to determine investment objectives, guidelines, asset allocation, and risk parameters. Northlake does not offer financial planning services. Steven Perry Birenberg may be compensated for articles published on certain websites and sells trade signals.
Assets Under Management$75M
Clients53
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$75M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable, especially for accounts in excess of $5,000,000. Flat fees are an option for smaller accounts, typically less than $250,000, and for accounts expected to have minimal trading activity, ranging from $15 to $1,500 per quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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