NorthLanding Financial Partners offers a range of advisory services including strategic investment management, financial planning, and consulting. The firm monitors and rebalances client portfolios using exchange-traded funds, mutual funds, individual securities, and variable annuities, and may also recommend independent managers. Financial planning services cover cash flow, insurance, asset allocation, retirement, estate planning, and risk management through options like the Financial Clarity Advantage process. NorthLanding Financial Partners tailors its services to individual client profiles, operating primarily on a discretionary basis while maintaining a fiduciary duty to act in the best interest of clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Schedule reflects Select Advisor Access. Investment Only schedule offers lower rates starting at 0.50% down to 0.25%. Fees are negotiable for accounts over $10,000,000.