NorthLanding Financial Partners (NLFP) provides financial planning, consulting, and investment management services. NLFP analyzes client information to assess their situation, define goals, and determine how to meet those goals. NLFP manages client investment portfolios, primarily using exchange-traded index funds (ETFs) and mutual funds. Individual equity and debt securities may also be used in Personalized Asset Management Accounts (PAMA). NLFP may also recommend independent managers to actively manage a portion of client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable for accounts over $10,000,000. This is the fee schedule for Select Advisor Access. Investment Only fee schedule: - $0 to $1,000,000: 0.50% of assets - $1,000,001 to $2,000,000: 0.40% of assets - $2,000,001 to $5,000,000: 0.30% of assets - $5,000,001 to $10,000,000: 0.25% of assets - >$10,000,000: Negotiable