North Capital provides comprehensive financial planning and investment management services to individuals, families, and institutions. The firm builds diversified portfolios using mutual funds, exchange-traded funds, and separately managed accounts, taking an open-architecture approach to help clients achieve their financial goals. In addition to customized portfolio management, North Capital develops financial plans by evaluating a client's income, expenses, assets, liabilities, and personal goals. The firm also offers specialized consulting for illiquid assets such as real estate, private equity, and hedge funds. North Capital operates through several divisions and brand names, including Compass Family Offices for high-net-worth clients, Compassvest, and evisor.com for online financial planning and investment management. The firm acts in the client's best interest when providing retirement advice and maintains a fee-only structure, meaning North Capital does not earn commissions on product sales.
Fee Structure
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% |
Fees vary by schedule. The Salt Lake schedule ranges from 0.95% down to 0.25%. The Sea Island schedule charges 1.25% for all assets. Non-discretionary reporting is 0.15% per year. Fees are negotiable.