NorthCape Wealth Management is a registered investment advisor that manages investment portfolios and provides comprehensive financial planning and consulting services. Founded in 2021 and owned by Erik O’Neill and Patrick Markey, NorthCape Wealth Management helps clients with retirement planning, tax strategies, estate planning, cash flow analysis, and investment management. The firm primarily tailors its services to individuals, high-net-worth families, trusts, and businesses. NorthCape Wealth Management constructs customized investment portfolios using individual stocks and bonds, exchange-traded funds, mutual funds, and third-party independent managers. The firm is legally required to act in your best interest as a fiduciary.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%, negotiable based on engagement complexity and total household assets. Wells Fargo programs have specific rates up to 1.50%.