North Forty Investment Advisors offers wealth advisory services to help clients organize their finances and plan for wealth transfer. They also provide portfolio management services on a discretionary or non-discretionary basis, potentially using third-party money managers. Financial consulting services are available on an hourly basis for specific financial topics. They primarily serve individuals and high net worth individuals.
Assets Under Management$28M
Clients39
Advisors1
Avg. per Client$710K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Minimum annual fee is $5,000. Portfolio Management fees will be discounted 25% for any client that has engaged us for Wealth Advisory Services, Level II, III, or IV.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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