Northpoint Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$102,004,275
Clients
20
100% 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
20
TypicalAverage account size
$5,100,214
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
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Real estate investing
Business succession planning
General estate planning guidance
College savings (529s, UTMA, etc.)
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 location
Northpoint Advisory LLC
Wilmette IL, United States
Number of offices
1
Most active in
Northpoint Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
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.
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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.
-
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.
-
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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