Northern Capital Management

Fee Schedule

Wealth Management 

Our standard annual rate is graduated with no minimum.

  • 1% on assets under $3,000,000
  • 0.75% thereafter 

Automated Investment Management 

We offer a lower cost solution that provides automated investment management without our high-touch wealth management and financial planning services.  The standard annual fee structure is 0.4% on assets enrolled in this program.  

Northern Capital Retirement Services

Fee Schedule

Retirement Plans

Our standard annual rate is graduated with no minimum.  

  • 0.50% on the first $1,000,000
  • 0.35% on assets between $1,000,000.01 and $10,000,000
  • 0.20% on assets between $10,000,000.01 and $50,000,000
  • 0.15% thereafter