Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for accounts over $10,000,000. Note: This firm's brochure lists multiple fee rates for the same asset level. The higher rate is shown in the fee table above.
Fee Estimator
NLFP charges fees for financial planning and investment management. Financial planning fees range from $2,250 to $25,000+ on a fixed fee basis or $250/hour. Investment management fees are based on a tiered percentage of assets under management, with different rates for "Select Advisor Access" and "Investment Only" services. The minimum annual fee for Investment Only is $1,000. Fees are calculated quarterly based on the average daily account balance. NLFP may negotiate fees based on various criteria. Clients also incur third-party charges from custodians and broker-dealers.
Areas of Practice
Advisor Information
Office location
90 Linden Oaks, Suite 220, Rochester, NY, 14625
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric is a co-owner and investment advisor at Northlanding Financial Partners, LLC, dedicating full-time hours to this role. He is also an independent insurance agent selling life insurance and fixed annuities, spending minimal time on this activity.