Our Fees

At NorthLanding Financial Partners, we offer two distinct services - our Financial Planning process, The Financial Clarity Advantage and Investment Portfolio Management. While related, they are each designed to accomplish unique objectives. Depending on our client's needs, we engage in each service independently to maximize their distinctive value.

Comprehensive Financial Planning: The Financial Clarity Advantage

This client-centered process audits all aspects of our client's financial life, clarifies goals and recommends action. We charge flat fees to go through this multi-step process which can consist of several meetings, financial modeling and cash flow projections. Our fees for the process are based on client complexity and net worth.

The Financial Clarity Advantage
Minimum Fee Schedule

Net Worth

<$1.0M

Net Worth

$1.0 - $3.0M

Net Worth

$3.0M+

Basic FCA Service:

$1,250.00

$2,250.00

N/A

Advanced FCA Service:

$2,250.00

$3,250.00

$3,250.00-$25,000+

We also may offer hourly consultative services to address specific areas of concern on a limited basis.

Investment Management: Choice Based Fee Model

NorthLanding's Choice Based Fee Model is unique in our industry and provides our clients with an option between investment management coupled with proactive financial planning support (Select Advisor Access) and investment management services (Select Investment Only).

Select Advisor Access (SAA) allows clients to work directly with their advisor in regularly scheduled meetings, along with year-round phone call and email access to them. Clients that elect SAA may receive a broad variety of services ranging from support of their financial plan, retirement income planning, and annual, personalized tax summary letters. These clients will also have access to our Secure Client Portal which includes real-time spending and cash flow and a secure online document vault.

Select Advisor Access

$0 to $500,000

1.00% of assets

$500,001 to $1,000,000

0.75% of assets over $500,000

$1,000,001 to $3,000,000

0.50% of assets over $1,000,000

$3,000,001 to $5,000,000

0.40% of assets over $3,000,000

$5,000,001 to $10,000,000

0.25% of assets over $5,000,000

>$10,000,000

Negotiable

 

Select Investment Only (SIO) is for clients who would like their advisor to manage their investments exclusively. This service includes investment modeling, portfolio trading, monitoring & rebalancing, while advisor access is limited to hourly consultations. SIO clients also have access to our Secure Client Portal which includes real-time spending and cash flow and a secure online document vault.

Select Investment Only

$0 to $1,000,000

0.50% of assets

$1,000,001 to $2,000,000

0.40% of assets

$2,000,001 to $5,000,000

0.30% of assets

$5,000,001 to $10,000,000

0.25% of assets

>$10,000,000

Negotiable

Minimum Annual Fee - $1,000

 

Please review our ADV II Brochure for additional detail on services and fees.