45North Partners advises high-net-worth individuals, family enterprises, and organizations looking to use their assets to address social equity and environmental issues. 45North's services include asset and investment management, cash flow management, legacy planning, charitable giving, and wealth education. 45North develops unique investment policies that outline thematic interests and guide overall allocation strategies, with specific emphasis on evaluating and reporting impact.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is maintained for three years unless there are mitigating circumstances that require renegotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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