Northshire Consulting provides investment advisory services and consulting. Services include comprehensive portfolio management, financial planning, and retirement plan consulting. Northshire's investment philosophy balances risk tolerance with the quest for reasonable investment returns, using a mix of actively and passively managed mutual funds.
Assets Under Management$16M
Clients39
Advisors1
Avg. per Client$400K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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