Northbound Wealth Management provides investment management services, including managing tailored investment portfolios and using outside managers. They also offer project-based financial planning on topics like retirement, risk management, and college savings. Ongoing comprehensive financial planning is available, involving one-on-one work with a planner for a fixed quarterly fee. Educational seminars are also offered.
Assets Under Management$40M
Clients78
Advisors1
Avg. per Client$510K
Avg. per Advisor$40M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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