Northport Investment Management (NIM) offers ongoing investment advice to individuals. NIM manages investments based on each client's specific investment and risk profile, considering factors like age, income, and retirement status. NIM uses discretionary authority to manage investments, focusing on common stocks, bonds, mutual funds, and exchange-traded funds. NIM primarily serves clients in Pennsylvania but also has clients nationwide.
Assets Under Management$65M
Clients40
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable based on age, the level of aggregate balances, and the nature and complexity of investments managed and the extent of services provided.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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