1 North Wealth Services, LLC
Assets Under Management
$277.6M
Number of Clients
212
Number of Advisors
6
Average Client AUM
$1.3M
AUM per Advisor
$46.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
1 North Wealth Services, LLC provides discretionary investment advice, including asset allocation, based on client objectives, risk tolerance, and desired management style. Financial planning services include retirement planning, comprehensive financial planning, education funding, and financial review. They may also give advice on risk management and cash flow management.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees are subject to negotiation. Related accounts may be combined to reduce the fee charged. Minimum fee of $625 per quarter for accounts up to $500,000.
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed quarterly. For assets up to $500,000, the fee is 1.15% per year, with a minimum quarterly fee of $625. For assets between $500,000.01 and $1,000,000, the fee is 0.80% per year. For assets over $1,000,000.01, the fee is 0.60% per year. Financial planning fees range from $400 hourly to $3,200 annually. Fees are negotiable and may be waived or reduced at 1NWS's discretion. Cash positions are included as part of assets under management for fee calculation.
Areas of Practice
Location
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD, 21401