ThirtyNorth Investments provides discretionary and non-discretionary investment management, retirement plan consulting, and coordinated family office services to individuals, high-net-worth clients, trusts, estates, non-profit organizations, and retirement plans. Founded in 1997 and based in New Orleans and Monroe, Louisiana, ThirtyNorth Investments utilizes a disciplined, long-term global asset allocation strategy using mutual funds, exchange-traded funds, individual stocks, and structured notes. The firm also manages specialized portfolios such as the Women Impact Strategy, which focuses on gender diversity in corporate leadership, and offers a family office service called Alignment by ThirtyNorth that coordinates clients' professional service providers around their financial objectives. ThirtyNorth Investments does not earn sales commissions on recommended products, instead charging a percentage of the assets under management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M+ | 0.50% |
ThirtyNorth Investments also offers a Coordinated Family Office Services tier (Alignment by ThirtyNorth) with rates of 1.50% on the first $500K, 1.25% on the next $2M, and 0.75% above $2.5M. Pre-existing fee schedules may apply for accounts opened prior to March 1, 2026, and the firm may charge reduced rates based on circumstances.