North Forty Investment Advisors LLC provides personalized wealth advisory, portfolio management, and financial consulting services to individuals and high-net-worth clients. Led by Chartered Financial Analyst Jeffrey Roberts, North Forty Investment Advisors LLC helps clients organize their finances, plan for wealth transfer, and build investment strategies tailored to their specific goals. The firm offers both discretionary and non-discretionary portfolio management, utilizing individual securities, exchange-traded funds, mutual funds, and third-party money managers. Wealth advisory services are structured across four service levels ranging from basic macroeconomic reviews to advanced wealth transfer and family office coordination. Additionally, North Forty Investment Advisors LLC offers project-based financial consulting on an hourly basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Minimum annual fee is $5,000. Portfolio management fees receive a 25% discount if the client also engages North Forty Investment Advisors LLC for Wealth Advisory Services (Level II, III, or IV). Fees are negotiable.