North Financial Advisors (NFA) manages investment portfolios and provides financial planning services. NFA develops investment plans based on clients' goals, risk tolerance, and time horizon. NFA also offers comprehensive financial planning, including cash flow management, retirement planning, and tax strategies. NFA can also provide business planning services. Investment advisory services may be offered through third-party money managers.
Assets Under Management$42M
Clients30
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$42M
www.northfinancialadvisors.com ·www.facebook.com/northfinancial ·www.linkedin.com/company/north-financial-advisors
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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