A complete list of active advisors currently associated with North Pointe Financial Advisors, Inc

Warmer can help you find a great advisor at North Pointe Financial Advisors, Inc or one who fits your needs even better.

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.

To learn more about the advisors currently working at North Pointe Financial Advisors, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.