North Shore Investment Consulting LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$168,539,122
Clients
102
Advisors
1
of 1 employees
About
North Shore Investment Consulting LLC is a fee‑only investment adviser that provides investment management, comprehensive financial planning, and consulting to high‑net‑worth individuals, professionals, retirees, and profit‑sharing plans. The firm documents client circumstances through face‑to‑face discussions and a “Client Data Analysis” intake process and uses those inputs in financial projection software to develop customized plans.
NSIC’s investment process is grounded in Modern Portfolio Theory and quantitative portfolio optimization, and it typically implements diversified allocations using mutual funds and ETFs. Portfolios are managed on a primarily non‑discretionary basis—transactions are executed only after client consent—and accounts are monitored on an ongoing basis with formal performance reviews at least semi‑annually and recommended quarterly client contact.
Notably, NSIC reports managing approximately $170.5 million of non‑discretionary assets and explicitly includes profit‑sharing plans among its client types, a combination that is uncommon for independent advisers. The firm also aggregates held‑away employer plans using Morningstar’s ByAllAccounts (which subjects it to surprise‑audit procedures under the Custody Rule) and maintains a documented succession arrangement to address continuity of service.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $1,000,000: 0.95% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,000,000: 0.65% $4,000,001+: 0.55%
Account minimum: $1,000,000 Fee-only: Fee-only investment advisor (no commissions)
Main office
1150 Wilmette Avenue, Suite E
Wilmette IL 60091
Advisors at this office
1
Most active in
Illinois · Texas
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.
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