Northpoint Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
NorthPoint Advisory serves individuals, high‑net‑worth families, trusts, estates, charitable organizations, corporations, and pension and profit‑sharing plans with investment management and select financial planning services. Offerings include separately managed accounts, access to third‑party money managers, and a separate‑account corporate cash management non‑discretionary advisory package for institutional clients.
The firm follows a core/satellite investment approach with emphasis on principal protection, broad diversification, liquidity and tax efficiency, often implementing strategies through subadvisory agreements and independent managers. NorthPoint also incorporates alternative strategies (private equity, hedged strategies, private real estate) where appropriate and conducts ongoing monitoring and at least annual reviews of client accounts.
Distinctive aspects include a small, selective practice—managing roughly $101 million for about 20 clients—focused on multi‑entity family wealth and on institutional cash management services that are less common among peers. Operationally, NorthPoint does not take custody of client funds and does not accept proxy‑voting authority, instead relying on a master custodian and delegating voting to third‑party managers.
Client services
Expertise
Fee options
Financial planning fees generally from $2,500 to $5,000 based on complexity; may be reduced or waived if client engages asset management
$1 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.40% $25,000,001 - $50,000,000: 0.35%
Account minimum: $1,000,000
Main office
Wilmette IL
Advisors at this office
1
Most active in
Illinois
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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