NorthPoint Advisory offers comprehensive investment management and financial planning services tailored to each client's risk tolerance and financial goals. NorthPoint Advisory utilizes a core-and-satellite investment approach, often partnering with third-party money managers to build globally diversified portfolios across equities, fixed income, real assets, and private equity. The firm emphasizes principal protection, broad diversification, liquidity, and tax efficiency. In addition to investment oversight, NorthPoint Advisory provides financial planning covering retirement, estate planning, tax strategies, and business succession, typically for clients with significant investable assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.65% |
| $1.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees are negotiable and account minimums may be waived based on anticipated future earning capacity, additional assets, or account composition.