44 North Capital, LLC is a registered investment advisor headquartered in Burlington, Vermont. The firm provides discretionary investment management and personalized financial planning services to individuals, high-net-worth individuals, trusts, estates, and retirement plan participants. 44 North Capital utilizes a wrap fee program where transactional, custodial, and independent manager fees are absorbed by the firm. The firm employs fundamental, technical, and macroeconomic analysis combined with diversification, tactical asset allocation, and active management to construct portfolios tailored to each client's individual needs and risk tolerance. Financial planning encompasses retirement planning, education planning, performance reporting, and general business and personal financial consulting.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fee ranges up to 1.25% and can be structured as a fixed flat percentage, fixed dollar amount, or tiered schedule. Includes financial planning.