NorthPointe Financial Advisors provides financial planning and investment management services to individuals and high-net-worth individuals. The firm offers financial planning, investment management, and educational seminars. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax strategies. Investment management involves creating and managing portfolios based on a client's goals and risk tolerance. NorthPointe Financial Advisors may recommend third-party investment advisors.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.85% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.75% |
Fees are negotiable and may vary by client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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