Northwood Wealth Management offers financial planning and discretionary portfolio management services to individuals, pension plans, trusts, estates, and other organizations. Financial planning covers cash flow, tax, retirement, portfolio, insurance, education, and estate analysis. Investment advice is tailored to client needs, with model portfolios used and sub-advisers providing support. Pension consulting services are also available.
Assets Under Management$16M
Clients20
Advisors1
Avg. per Client$810K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Some models are subject to a separate fee charged by the model manager, ranging from 0.15% to 0.50% and will only apply to the portion of the portfolio invested in the model.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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