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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
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.