Great Northern Asset Management, LLC
Assets Under Management
$222.3M
Number of Clients
63
Number of Advisors
2
Average Client AUM
$3.5M
AUM per Advisor
$111.2M
Compensation
Fee-Only (AUM)
About This Firm
Great Northern Asset Management offers personalized investment advice to individuals and families, acting as their "financial headquarters." They customize advice based on client circumstances, investing primarily in mutual funds, ETFs, individual equities, and fixed income securities. They may recommend private investment partnerships when suitable.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Fees may vary based on account type, size, services, and related assets.
Fee Estimator
The firm charges an annual fee based on a percentage of your assets under management. The standard fee schedule is 1.00% of assets up to $2,000,000; .625% of assets between $2,000,001 and $10,000,000; and .50% of assets in excess of $10,000,000. Some clients may pay more or less depending on factors such as the type and size of the account, the range of additional services provided, and the total amount of assets managed for related clients. There is no minimum account size.
Areas of Practice
Location
1111 Main Street, Suite 650, Vancouver, WA, 98660-2990