Northern California Fiduciary Advisors (NCFA) provides investment portfolio management, financial planning consultations, and investment advice to individuals, high net worth individuals, and businesses. NCFA aims to understand client goals, time horizons, and financial situations to tailor investment approaches. Financial planning services help clients develop comprehensive plans to address their objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $9.0M | 0.65% |
| $9M+ | 0.45% |
Portfolio management fee schedule is negotiable but subject to a minimum fee of $750 per year, or if the $750 amount would exceed 2% of the value of the portfolio, then the amount that would apply would be capped at 2% of the portfolio value. In no case will NCFA charge more than 2% of the portfolio value as a fee for portfolio management services annually.