Assets Under Management
$251.7M
Number of Clients
192
Number of Advisors
11
Average Client AUM
$1.3M
AUM per Advisor
$22.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
North Capital offers financial planning and investment advisory services on a discretionary and non-discretionary basis. They develop comprehensive financial plans and utilize an open architecture approach to investment management, accessing various asset classes through mutual funds, ETFs, and separately managed accounts. They also provide specialized consulting services related to illiquid assets and operate the evisor.com online advisory platform.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.95% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Salt Lake Asset-based Advisory Fee
623 E Fort Union Blvd., Suite 101, Salt Lake City, UT, 84047