Assets Under Management
$277.6M
Number of Clients
212
Number of Advisors
6
Average Client AUM
$1.3M
AUM per Advisor
$46.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
1 North Wealth Services provides discretionary investment advice, including asset allocation, based on client objectives, risk tolerance, and desired management style. Financial planning services include retirement planning, comprehensive financial planning, education funding, and financial review. They may also give advice on risk management and cash flow management.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees are subject to negotiation. Related accounts may be combined to reduce the fee charged.
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD, 21401