Northland Asset Management

Fee-Only (% of Portfolio)Fixed/Hourly

Northland Asset Management is the investment advisory business line of Northland Securities, offering research services exclusively to institutional clients. The firm provides written equity research reports, compendium reports, industry sector updates, direct access to research analysts, and corporate access meetings. These research products are generalized and not tailored to individual client investment objectives or portfolios. Northland Asset Management does not manage investment portfolios, provide personalized investment advice, maintain client accounts, or custody assets. Instead, the firm operates purely as a research provider for sophisticated institutional investors such as banks, insurance companies, registered investment companies, and other large entities with significant assets. Clients pay negotiated fees for these research services.

Assets Under Management$410M
Clients875
Advisors39
Avg. per Client$460K
Avg. per Advisor$10M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

39 Advisors at this firm

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