31 North is an independent, fee-based Registered Investment Advisor. This means we do not receive any sales commissions or compensation from any third party, which allows us to offer pricing for our services that is clear, transparent, and completely aligned with the interests of our clients.
For investing clients, we apply a breakpoint fee schedule that is based on a client's assets under management, with no asset minimums. Under this schedule, annual fees range from 0.75% to 1.25% depending on the market value of a client's portfolio. Additional fees may apply depending on the mix of specialist managers that we assign to a client's portfolio. These additional fees are not part of our compensation - they belong to the outside specialist manager and are carefully managed in order to keep portfolio costs as low as possible. Investing clients receive unlimited access to our financial planning tools and can contact the Principals of the firm directly at any time.
For financial planning or business consultation services, we are happy to provide personalized proposals that outline our fees on a case by case basis. Proposals are based on a $150 per hour benchmark, and each proposal is custom tailored to account for the unique scope and requirements of each individual project.