55North is a wealth management firm that provides investment management and wealth planning services to high-net-worth individuals and families. 55North manages investments based on a client's financial situation, goals, and risk tolerance. Wealth planning is a complementary service that includes financial goal setting, tax planning, investment analysis, risk management, retirement planning, estate planning, insurance, college savings, employee benefits optimization, and cash flow and debt management.
Assets Under Management$370M
Clients132
Advisors7
Avg. per Client$2.8M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$8,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.65% |
| $7.5M - $10.0M | 0.55% |
| $10.0M - $12.5M | 0.50% |
| $12.5M - $15.0M | 0.45% |
| $15.0M - $17.5M | 0.40% |
| $17.5M - $20.0M | 0.35% |
| $20.0M - $25.0M | 0.30% |
| $25.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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