North Pointe Financial Advisors, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
North Pointe Financial Advisors provides portfolio management and financial planning to individuals, trusts, estates and small businesses. The firm manages about $2.4 million across five client accounts and offers five model portfolios invested primarily in mutual funds alongside fixed-fee and hourly financial planning packages.
The firm’s investment approach centers on asset allocation and the use of computer models to construct and monitor five mutual-fund model portfolios that range from Conservative Income to Aggressive Growth. Portfolio management is conducted on a non-discretionary basis, so recommendations are presented to clients but clients retain authority to approve transactions.
What is distinctive is the firm’s primary use of non-discretionary AUM and model mutual-fund portfolios, a practice that is uncommon among independent advisers who more often manage discretionary accounts. The firm also discloses limited industry affiliations, an absence of soft-dollar arrangements, and that its owner maintains a separate non-investment business, factors that may affect operational capacity and conflict-of-interest considerations.
Client services
Expertise
Fee options
Silver Financial Planning Package: $1,000; Gold Financial Planning Package: $2,500; Platinum Financial Planning Package: $3,500
$0 - $2,000,000: 1.00% $2,000,001+: 0.875%
$200/hour for hourly financial planning services, minimum $200
Account minimum: $500,000 Fee-only: Silver Package: $1,000; Gold Package: $2,500; Platinum Package: $3,500; Hourly Financial Planning: $200/hour, minimum $200
Main office
Crossville TN
Advisors at this office
1
Most active in
Illinois · Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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