Northland Capital Management

Fee-Only (% of Portfolio)Fixed/Hourly

Northland Capital Management is an investment advisory firm managing client investment portfolios with the ability to make trades without asking first. They create portfolios based on asset allocation and diversification, using model portfolios ranging from conservative to all equity. They primarily use Exchange Traded Funds (ETFs) and mutual funds, diversifying across asset classes, countries, and industries. If a client requests financial planning services, Northland Capital Management will provide limited financial planning services at no additional charge.

Assets Under Management$230M
Clients283
Advisors3
Avg. per Client$830K
Avg. per Advisor$78M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The 1.00% fee rate is not negotiable; however, the firm does not charge a fee to manage the accounts of firm personnel or their spouses.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

3 Advisors at this firm