North Capital offers financial plans and investment advice to individuals, families, and institutions. They create financial plans based on client's financial situations and goals. North Capital uses an open architecture approach to investment management, accessing various asset classes through mutual funds, ETFs, and separately managed accounts. They also provide consulting services related to illiquid assets. North Capital operates under the names Compass Family Offices, Compassvest, and evisor.com.
Assets Under Management$290M
Clients167
Advisors11
Avg. per Client$1.8M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.95% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee schedule is for Salt Lake clients. Sea Island clients pay 1.25% per year on all assets. A non-discretionary reporting fee of 0.15% per year also applies. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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