NorthPoint Financial Planning manages investment portfolios and provides financial planning services. They offer investment advisory services directly and through third-party money managers. Financial planning services include project-based and ongoing planning covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning.
Assets Under Management$50M
Clients170
Advisors1
Avg. per Client$290K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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