46 North Financial provides investment management and financial planning services. Investment management involves ongoing advice about investing client funds based on their individual needs. Financial planning includes evaluating a client's current and future financial state to predict future cash flows and asset values. 46 North may recommend third-party professionals, but clients are not obligated to use them. 46 North is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$60M
Clients69
Advisors1
Avg. per Client$880K
Avg. per Advisor$60M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. If 46 North uses a model portfolio or an outside manager, additional fees ranging from 0% to 0.48% may apply, but the total combined fee will not exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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