North Pier Fiduciary Management provides consulting, outsourced chief investment officer (OCIO) services, and other service provider evaluations for endowments, foundations, pension funds, and other institutional clients. North Pier also offers institutional investment and retirement plan consulting services, referrals to third-party money managers, and general asset management. For individuals, North Pier offers asset management services.
Assets Under Management$1.1B
Clients38
Advisors1
Avg. per Client$29M
Avg. per Advisor$1.1B
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | Included |
| $2.5M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.20% |
| $100M+ | 0.15% |
First $2,500,000 is charged a flat fee up to $25,000; plus the tiered schedule. The fee schedule for Asset Management outlined above is a blended fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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