Up North Financial (UNF) offers financial planning, consulting, and investment management services. UNF works with clients to understand their financial situation and goals, then provides advice and manages investments based on their needs. UNF primarily invests client assets in mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, and certificates of deposit. Clients receive ongoing consultation and are encouraged to promptly notify UNF of any changes to their financial situation or investment objectives.
Fee Structure
Up North Financial provides investment management services for an annual fee based on the value of your investments. The annual fee varies between 0.25% and 2.00% for asset-based fees and between $5,000 and $30,000 for fixed fees, depending on the value of the assets managed, your net worth, and the type of investment management services provided. UNF can negotiate a different fee rate for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).