Northshore Wealth Management offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. NWM creates an Investment Policy Statement for each client, which outlines the client’s current situation. NWM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities, although NWM primarily recommends equities.
Assets Under Management$600K
Clients3
Advisors1
Avg. per Client$200K
Avg. per Advisor$600K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. Qualified clients may pay a performance-based fee of 10% of capital appreciation in addition to 0% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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