Sarah Bomhoff is a CFA-designated registered investment advisor at Thirtynorth Investments, LLC, based in New Orleans, LA, with 6 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 155 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.50% |
For accounts open prior to 8/29/2016 pre-existing fee schedules may still apply. The Company may choose to charge a reduced rate based upon circumstances.
Fee Estimator
Location
1460 Energy Centre, 1100 Poydras Street, New Orleans, LA, 70163
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Thirtynorth Investments, LLC
State Registrations2 states
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