Due North Financial provides investment management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning and consulting services, which include reviewing your will, estate plan, investments, taxes, retirement income, Social Security, and insurance. You can pay an hourly fee or a fixed fee for financial planning.
Assets Under Management$39M
Clients168
Advisors1
Avg. per Client$230K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.25% |
Annual fee is negotiable based upon certain criteria (e.g., Charitable Organizations, immediate family members, historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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