Northern Edge Wealth Management offers personalized financial planning and investment advisory services to individuals, high net worth individuals, qualified retirement plans, and other entities. Investment management is offered on a discretionary and non-discretionary basis. Financial planning services cover retirement, education, estate, cash flow, tax, and insurance needs. Northern Edge may recommend unaffiliated money managers or investment platforms.
Assets Under Management$0
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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