ThirtyNorth Investments offers investment management and financial planning services. They manage investments for individuals, high-net-worth individuals, retirement accounts, trusts, estates, non-profit organizations, and retirement plans. ThirtyNorth uses a strategic, global asset allocation approach, selecting professional money managers and/or index-linked securities. They also offer financial planning services to investment advisory clients, creating written plans to help clients achieve their financial goals. They also offer consulting services to qualified retirement plans.
Assets Under Management$340M
Clients155
Advisors5
Avg. per Client$2.2M
Avg. per Advisor$69M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.50% |
For accounts open prior to 8/29/2016 pre-existing fee schedules may still apply. The Company may choose to charge a reduced rate based upon circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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