North Shore Investment Advisors, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

North Shore Investment Advisors (NSIA) provides investment advice and manages investment portfolios for individuals, pension plans, trusts, estates, charities, corporations, and other entities. NSIA helps clients understand investment options and risks. NSIA Representatives strive to provide investment advice that is in the client’s best interest, using their best judgment.

Assets Under Management$18M
Clients44
Advisors1
Avg. per Client$410K
Avg. per Advisor$18M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1.0M - $3.0M0.70%
$3.0M - $5.0M0.60%
$5M+0.50%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

North Shore Investment Advisors, LLC | TrueAdvisor