North Capital
Assets Under Management
$251.7M
Number of Clients
192
Number of Advisors
11
Average Client AUM
$1.3M
AUM per Advisor
$22.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
North Capital offers financial planning and investment advisory services on a discretionary and non-discretionary basis. They develop financial plans based on client needs and utilize an open architecture approach to investment management, accessing various asset classes through mutual funds, ETFs, and separately managed accounts. They also provide consulting services related to illiquid assets and operate a branded platform service, evisor.com.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.95% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Salt Lake Asset-based Advisory Fee
Fee Estimator
The firm charges fees based on a written agreement with each client, and fees are negotiable. Hourly consulting fees are $750/hour for a Senior Advisor and $250/hour for a Junior Advisor. Investment advisory fees are generally payable quarterly in arrears, based upon the average value of the account during the period. There are different asset-based advisory fee schedules depending on the location (Salt Lake or Sea Island). Non-Discretionary Reporting Fee is .15% per annum.
Areas of Practice
Location
623 E Fort Union Blvd., Suite 101, Salt Lake City, UT, 84047