North Pointe Financial Advisors manages investment portfolios consisting of mutual funds. They also offer financial planning consultations to evaluate your financial situation, goals, and risk tolerance. Through personal interviews, they collect data, identify goals, objectives, and potential solutions, and prepare specific recommendations.
Assets Under Management$2.4M
Clients5
Advisors1
Avg. per Client$480K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.88% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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