Forty North Wealth offers investment management, financial planning, and consulting services. They manage portfolios for individuals, high-net-worth individuals, families, estates, trusts, retirement plans, and charitable foundations. Forty North may use sub-advisors or third-party managers. They also offer financial planning covering investment, retirement, insurance, tax, and education planning.
Assets Under Management$350M
Clients534
Advisors11
Avg. per Client$660K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Forty North Wealth charges an annual fee based on the value of your portfolio. The maximum annual fee is 1.75%. The fee is calculated quarterly in advance. Fees are negotiable and may be waived at Forty North's discretion. Managed legacy positions are included within the standard investment management fee.
Loading...