NorthCape Wealth Management offers investment management, selection of independent managers, and financial planning to individuals, high net worth individuals, trusts, businesses, and corporations. They tailor investment plans to client needs, using a variety of securities including individual stocks and bonds, ETFs, and mutual funds. They also offer advice on legacy positions and assets held in employer-sponsored retirement plans.
Fee Structure
NorthCape Wealth Management charges a maximum annual fee of 1.5% of the assets they manage. The specific fee is negotiated based on the complexity of the engagement and the total household assets under management. The fee is generally billed in advance each calendar quarter based on the market value of the assets on the last day of the previous calendar quarter.