Assets Under Management
$222.3M
Number of Clients
63
Number of Advisors
2
Average Client AUM
$3.5M
AUM per Advisor
$111.2M
Compensation
Fee-Only (AUM)
Great Northern Asset Management offers personalized investment advice and solutions to individuals and families, acting as their "financial headquarters." They integrate fundamental analysis with macroeconomic outlook, primarily investing in mutual funds, ETFs, individual equities, and fixed income securities. They customize advice based on client circumstances and welcome client conversations.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Some clients pay more or less depending on certain factors such as the type and size of the account, the range of additional services provided to the client, and the total amount of assets managed for a group of related clients.
1111 Main Street, Suite 650, Vancouver, WA, 98660-2990