1 North Wealth Services provides investment advice and financial planning to clients. Investment advice includes managing your investments based on your goals, risk tolerance, and preferences. Financial planning can include retirement planning, education funding, and financial reviews. 1 North Wealth Services may also give advice on risk management and cash flow.
Assets Under Management$280M
Clients212
Advisors6
Avg. per Client$1.3M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees are negotiable. Related accounts may be combined to reduce the fee charged. If a client maintains less than $500,000 under management, and is subject to the $625 minimum quarterly fee, the client will pay a higher percentage quarterly fee than the annual percentage fee referenced in the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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