NorthPointe Investment Advisory offers investment advice, securities, and other financial services. They provide asset management services to individuals, high net worth individuals, trusts, and small businesses. They also offer consulting services focused on education funding and retirement planning projections. Accounts can be managed with or without NorthPointe having the authority to make trades without client consent.
Assets Under Management$75M
Clients71
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.55% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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