NorthRock Partners is a full-service wealth management firm offering a comprehensive suite of financial planning, consulting, and investment portfolio management services. NorthRock Partners takes a holistic, global approach to portfolio management, tailoring strategies to each client's individual needs, time horizon, risk tolerance, and cash flow needs. Services include broad asset allocation, ongoing portfolio rebalancing, tax planning and preparation, estate planning, cash flow and budgeting, executive compensation, business planning, and charitable giving. NorthRock Partners also provides access to private fund investments and independent managers for eligible clients. As a registered investment advisor, NorthRock Partners is legally required to act in your best interest and manage your wealth through personalized advisory services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee ranges between 0.50% and 1.50% based on the size, nature, and complexity of the relationship. An additional 0.25% account-level fee applies to assets held at Schwab and Fidelity for account servicing and operational costs. There is a minimum annual fee of $5,000.
