Northern Lights Advisors provides investment advice and portfolio management to individuals and institutions. They tailor their advice to meet client's needs and objectives. They also offer financial planning and consulting services, which can include retirement planning, cash flow reconciliation, and insurance analysis. For employee benefit plans, they offer pension consulting services.
Assets Under Management$130M
Clients114
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$44M
www.facebook.com/northernlightsadvisors ·www.nlria.com ·www.linkedin.com/in/martinlundgren-northernlights
Fee Structure
Minimum Investment:$750K
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% |
| $10.0M - $30.0M | 0.30% |
| $30M+ | 0.30% |
Fees listed are for individual portfolio management services. Institutional portfolio management services fees are 1.50% on the first $20,000,000 and negotiable over $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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