NorthPoint Advisory offers investment management services tailored to each client's risk tolerance and goals. Investment solutions may include global equity, fixed income, real assets, and private equity. NorthPoint also offers financial planning services on a fixed-fee basis, including retirement, investment, estate, college, insurance, business succession, and tax planning. NorthPoint may recommend independent investment managers to actively manage a portion of client assets.
Assets Under Management$100M
Clients20
Advisors1
Avg. per Client$5.1M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.65% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
NorthPoint may also charge a fixed fee for advisory services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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