North Shore Capital Group Investment Advisors, INC
North Shore Capital Group Investment Advisors (NSCGIA) offers investment advice and financial planning to individuals, high net worth individuals, trusts, and estates. NSCGIA creates customized investment strategies using mutual funds, ETFs, and individual securities. Financial planning is offered to clients with at least $500,000 under management at no additional fee. For other clients, financial planning is offered on an hourly basis.
Fee Structure
NSCGIA charges a percentage of your portfolio annually for investment management services. The fee can be up to 2.00% per year, depending on the complexity of your situation, the amount you invest, and your overall relationship with NSCGIA. Fees are negotiable. NSCGIA may also provide investment advisory services with respect to affiliated non-custodial partnership/private fund investments.