Nortlov Advisory provides investment advisory services including portfolio management, investment consulting, financial planning, and estate planning. They work with high and ultra-high net worth families, individuals, businesses, trusts, estates, and institutions. Nortlov Advisory may recommend investments in unaffiliated private investment funds on a non-discretionary basis. They may also provide consulting services regarding non-investment related matters such as estate planning, tax planning, and insurance.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.35% |
Fees are negotiable. Fee breakpoints are not retroactive.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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