North Pointe Financial Advisors, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,423,951
Clients
5
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
LowAverage account size
$484,790
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
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
General estate planning guidance
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 location
North Pointe Financial Advisors, Inc
Crossville TN, United States
Number of offices
1
Most active in
North Pointe Financial Advisors, Inc has reported serving >5 clients in these states in the last 12 months.
Illinois · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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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