NorthWoods Financial Partners provides portfolio management and comprehensive financial planning for individuals, high net worth individuals, businesses, and retirement plans. NorthWoods Financial Partners offers both portfolio management and financial planning services, covering retirement goals, cash flow analysis, risk management, long-term investments, tax reduction strategies, and estate preservation. NorthWoods Financial Partners also provides retirement plan consulting services as a fiduciary for qualified plans like 401(k)s. Investment management services are offered on both a discretionary and non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $7.0M | 1.00% |
| $7M+ | 0.75% |
Flat rate/breakpoint fee schedule where the entire portfolio is charged the same asset management fee based on the total assets under management. Fees are negotiable.