North Shore Wealth Management offers portfolio management tailored to individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. NSWM also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt. Additionally, NSWM offers tax services and educational seminars.
Assets Under Management$1.9M
Clients2
Advisors1
Avg. per Client$930K
Avg. per Advisor$1.9M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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