Northside Capital Management provides investment advice and manages financial assets for high net worth individuals, trusts, family offices, foundations, and taxable institutions. Northside works with clients to develop a structural plan for investments, summarized in a formal Statement of Investment Objectives and Policies. Northside offers services such as cash management, document management, and investment reporting, and coordinates with other client service providers to address tax accounting and estate related issues.
Assets Under Management$5.8B
Clients43
Advisors3
Avg. per Client$140M
Avg. per Advisor$1.9B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 0.75% |
| $20.0M - $200.0M | 0.50% |
| $200M+ | 0.25% |
Northside has charged different rates in particular circumstances, depending on the services provided, including to employees and affiliates and family members of employees and affiliates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...