Northill Aims manages investment portfolios and provides financial planning for individuals, high-net-worth families, trusts, and businesses. Northill Aims offers both discretionary and non-discretionary investment management, building portfolios primarily using equities, bonds, mutual funds, exchange-traded funds, and alternative investments. The firm tailors strategies to each client's risk tolerance, time horizon, and goals. In addition to direct portfolio management, Northill Aims provides standalone financial planning services and can utilize independent third-party money managers when appropriate.
Assets Under Management$250M
Clients120
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual advisory fee is 2.25%, which may include any independent third-party manager. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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