584 North LLC

Fee-Only (% of Portfolio)

584 North LLC offers investment advisory services, managing client accounts through Separately Managed Accounts (SMAs). Investments are limited to equity securities listed on U.S. exchanges. The firm employs a long/short equity strategy based on price-action analysis, technical structure, momentum evaluation, market timing and risk-controlled trade design. All accounts are managed using the same investment strategy, regardless of client fee structure.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Management fee may be negotiable. Some clients may also be charged a performance-based fee of up to 20% of the return above the New York Federal Funds Rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm