Northfront Financial USA Inc (NFUI) offers ongoing wrap fee portfolio management services tailored to each client's goals, risk tolerance, and time horizon. NFUI creates an Investment Policy Statement for each client. NFUI generally limits its investment advice to mutual funds, alternative investments, equities, fixed income securities, and ETFs.
Assets Under Management$9.8M
Clients12
Advisors1
Avg. per Client$810K
Avg. per Advisor$9.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...