North Shore Investment Consulting (NSIC) offers investment management, comprehensive financial planning, and consulting services. NSIC aims to provide objective financial guidance in a customized and cost-efficient manner. NSIC gathers client information to develop a holistic understanding of their financial situation, goals, and risk tolerance. Clients can communicate preferences and impose restrictions on investment options. NSIC does not participate in wrap fee programs.
Assets Under Management$170M
Clients103
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.55% |
NSIC may negotiate fees and account minimum balances at its sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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