DI
CFP
Firm Information
Compensation
Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
323 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$619.8M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$6,000 - $55,000
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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information
Office location
74 E. Long Lake Rd., Suite 200, Bloomfield Hills, MI, 48304
Get directionsRegulatory History
Clean regulatory record
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
November 2022 - Present · 3 yrs 2 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.