44 North Capital provides investment management and financial planning services to individuals, families, and institutions. 44 North offers both discretionary and non-discretionary investment management. Financial planning services encompass investment, retirement, education, and business planning. 44 North may use independent managers to manage client assets and sponsors a wrap fee program.
Assets Under Management$110M
Clients402
Advisors2
Avg. per Client$280K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee ranges up to 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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