North Forty Two creates and manages investment portfolios and provides investment advice tailored to each client's goals. They offer investment supervisory services, selecting securities and managing portfolios. They also provide financial planning services covering retirement, college, insurance, debt, cash management, tax strategies, and estate planning. Financial planning is typically offered as part of investment supervisory services.
Assets Under Management$160M
Clients74
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Advisory fees are negotiable for clients with $5,000,000 or more in assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...