North Shore Private Asset Management offers investment management and financial planning services. Investment management is provided through Custom Portfolio Management, Asset Allocation Accounts, and Institutional Asset Management. Financial planning includes basic and advanced plans. North Shore serves individuals, families, retirement plans, trusts, estates, and charitable organizations.
Fee Structure
North Shore offers investment management services through three programs, charging an annual fee based on the amount of your portfolio. The fee varies between 0% and 1.25% for Custom Portfolio Management and Asset Allocation Accounts, and between 0% and 0.75% for Institutional Asset Management. The exact fee depends on the amount you invest and the services you need. These fees do not include brokerage commissions, mutual fund fees, custodial fees, or other related expenses.