NorthFork Advisors provides financial planning and investment management services to individuals, families, and organizations. NorthFork specializes in sustainable, responsible, and values-aligned investing, incorporating environmental, social, and governance (ESG) strategies. Services include financial planning, investment strategy advice, and investment portfolio management. Stand-alone financial planning and hourly consulting are also offered on a limited basis.
Assets Under Management$92M
Clients158
Advisors2
Avg. per Client$580K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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