Northline Wealth Management offers investment advice and manages portfolios for individuals, small businesses, nonprofits, and family offices. They tailor their approach to each client's unique needs, considering their objectives, risk tolerance, and time horizon. They manage accounts on a discretionary basis, taking into account tax considerations and client restrictions. Northline also offers non-discretionary investment services to 401k participants, selecting investment choices for employees who pay a management fee.
Fee Structure
Northline Wealth Management's annual advisory fee is a percentage of the value of your investments. The specific percentage can range from 0.25% up to 1.5%, and is negotiable. The fee is calculated at the end of the previous quarter and billed at the beginning of each quarter. There may also be a $100 annual account service fee.