55 North Private Wealth, LLC is an independent wealth management firm headquartered in Winter Park, Florida, providing personalized investment management and comprehensive wealth planning. The firm builds tailored portfolios aligned with each client's entire financial situation, risk tolerance, and goals, using a quantitative approach that combines active and passive investment styles. Wealth planning is provided as a complementary service covering retirement planning, tax strategies, estate planning, risk management, insurance reviews, college savings, employee benefits optimization, and cash flow and debt management. 55 North Private Wealth, LLC serves high-net-worth individuals and families, maintaining a household investment minimum of $1,000,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.65% |
| $7.5M - $10.0M | 0.55% |
| $10.0M - $12.5M | 0.50% |
| $12.5M - $15.0M | 0.45% |
| $15.0M - $17.5M | 0.40% |
| $17.5M - $20.0M | 0.35% |
| $20.0M - $25.0M | 0.30% |
| $25.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees are negotiable. There is an annual minimum fee of $8,500.