Northern Lights Advisors, based in Seattle, Washington, offers personalized investment management, financial planning, and pension consulting services. The firm manages investment portfolios on a discretionary basis, using mutual funds, exchange-traded funds, and direct indexing strategies tailored to each client's risk tolerance and objectives. In addition to traditional human-managed portfolios, Northern Lights Advisors provides automated web-based investment management. The firm also delivers comprehensive and single-subject financial planning, covering retirement planning, cash flow analysis, budgeting, and tax-aware strategies. Northern Lights Advisors serves individuals, families, and institutional clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Firm charges a single minimum annual fee of $10,000 for an advisory relationship, which equates to a 1.00% fee on a $1,000,000 household. Fees are negotiable.
