Northshire Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,081,808
Clients
25
Advisors
1
of 1 employees
About
Northshire Consulting provides investment advisory and financial planning services to individuals, families, charitable organizations, and retirement plans, including comprehensive portfolio management and targeted retirement plan consulting. The firm’s brochure specifically notes work with pension and profit‑sharing plans and delivers fee consulting and plan‑level services to plan sponsors.
Investment approach combines actively and passively managed mutual funds with an emphasis on diversification, avoiding market timing, and maintaining conservative cash instruments (money market funds, CDs, commercial paper, and government debt) when appropriate. For retirement plans Northshire acts with discretionary authority under ERISA §3(38) over model portfolios and coordinates directly with participants and recordkeepers to implement allocation changes.
Compared with many independent advisers, the firm’s ongoing engagement with pension and profit‑sharing plans and its ERISA §3(38) investment‑manager role are uncommon among peers and are highlighted throughout the brochure. The firm also discloses charging performance‑based fees and providing limited administrative and transition services to other advisers and producing educational content, activities the brochure says occupy a small portion of firm time.
Client services
Expertise
Fee options
Retirement plan consulting fees range from $500 to $5,000 one-time fee
$0 - $1,000,000: 0.50% Annually Over $1,000,000+: 0.40% Annually
Up to $200 per hour for Financial Planning
Main office
Southington CT
Advisors at this office
1
Most active in
Connecticut
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
Quick links
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