North Fork Financial offers investment advice and financial planning services to individuals and other client types. As a legally required fiduciary, North Fork Financial aims to understand client goals and risk tolerance to help them meet their financial objectives. Services include creating and managing investment portfolios and providing standalone financial planning and consulting.
Assets Under Management$28M
Clients136
Advisors2
Avg. per Client$200K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
North Fork Financial offers asset management services where they create and manage a portfolio for you. The annual fee is either 1.10% or 0.55% of the value of your account, and all fees are negotiable. The fee is calculated monthly based on the average daily value of your account.
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