Thirtynorth Investments, LLC
Assets Under Management
$343.5M
Number of Clients
155
Number of Advisors
4
Avg. Portfolio per Client
$2.2M
Avg. Managed per Advisor
$85.9M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
ThirtyNorth Investments offers investment management and financial planning services. Investment management is offered on both a discretionary and non-discretionary basis. Financial planning services are also available. ThirtyNorth also provides consulting services to qualified retirement plans. The company manages investments for clients in the same manner as their own investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.50% |
For accounts opened prior to 8/29/2016 pre-existing fee schedules may still apply. The Company may choose to charge a reduced rate based upon circumstances.
Fee Estimator
Areas of Practice
Location
1460 Energy Centre, 1100 Poydras Street, New Orleans, LA, 70163