Firm Information
Compensation
Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee Estimator
NFA is a fee-only firm. The Standard Retainer fee ranges from $6,000 to $55,000 annually, based on complexity. The Spark Retainer fee is based on gross income and assets. The Asset Management Retainer fee is 1% of assets under management, recalculated annually. Sub-advisor fees are additional. Fees are charged in advance, and prepaid unearned fees are refunded upon termination.
Areas of Practice
Advisor Information
Office location
74 E. Long Lake Rd., Suite 200, Bloomfield Hills, MI, 48304
Get directionsContact
Christine IshamRegulatory 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 →Employment History
Current Registrations
Northern Financial Advisors, INC
State Registrations4 states
Exams
Additional Information
Christine Isham, EA, CFP®, President of Northern Financial Advisors is passionately committed to having all of her clients fully realize their finest financial dreams. Her business career began with a Bachelor of Science degree in Economics fromOaklandUniversitygraduating magna cum laude in 1989. Starting as a receptionist, she steadfastly grew as a personal financial planner, earning the Enrolled Agent (EA) designation and CERTIFIED FINANCIAL PLANNER® certificate even while developing her effectiveness in delivering outstanding results. Her EA admitted her to practice before the IRS. She is an active member of the National Association of Personal Financial Advisors (the premier fee-only FP association inAmerica) as well as the National Association of Tax Professionals (NATP). Very well rounded in her education and experience, she brings a synergy to her work as a tax and asset allocation specialist. Christine loves her work and it must show, considering how her clients genuinely appreciate her in return.