NorthWoods Financial Partners provides investment management, financial planning, and consulting services. Investment management is offered on both a discretionary and non-discretionary basis. Financial planning covers various aspects, including financial goals, net worth, cash flow, retirement, risk management, investments, tax reduction, and estate preservation. NorthWoods also provides limited scope services to retirement plans.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $7.0M | 1.00% |
| $7M+ | 0.75% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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