NORTHPOINTE INVESTMENT ADVISORY, LLC
NorthPointe Investment Advisory, LLC is a leading financial advisory firm with a team of experts who specialize in providing high-quality financial services to a diverse client base. Founded in 2008, NorthPointe Investment Advisory, LLC has grown to become a trusted partner for individuals and businesses seeking financial guidance. With years of experience and a deep understanding of the financial market, the firm is able to help clients navigate through complex financial decisions and achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Assists clients in creating personalized and comprehensive financial plans
- Offers investment management and portfolio strategies
- Provides retirement planning guidance
- Offers tax and estate planning services
- Assists with insurance and risk management
Facts and Insights
NorthPointe Investment Advisory, LLC has a team of over 30 advisors who have a combined experience of over 100 years in the financial industry. The firm has over $500 million in assets under management, and its client base consists of both individual and institutional clients. With a focus on building long-term relationships, the firm takes a holistic approach to financial planning and offers personalized solutions to meet the unique needs of each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | Over 30 | 13 years |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Tax and estate planning
- Insurance and risk management
Client Types
NorthPointe Investment Advisory, LLC offers its services to a diverse client base, including individuals, families, business owners, and institutions. The firm is equipped to handle the unique financial needs of each client and provides tailored solutions to help them achieve their financial goals.
Fees & Compensation
NorthPointe Investment Advisory, LLC charges clients based on a fee-only structure, which means the firm does not receive commissions or any other form of compensation for recommending financial products. This helps ensure that the firm’s recommendations are always in the best interest of the client. The specific fees and expenses are outlined in a written agreement between the firm and the client.
Background
NorthPointe Investment Advisory, LLC was founded in 2008 by a group of experienced financial professionals with the goal of providing comprehensive and personalized financial services to clients. The firm is registered with the Securities and Exchange Commission (SEC) and adheres to strict regulatory guidelines to ensure the highest level of professionalism and ethical standards.
Financial Advisor Disclosures to Know
NorthPointe Investment Advisory, LLC has a clean record with the Securities and Exchange Commission (SEC) and has not faced any disciplinary actions or legal issues. The firm is committed to providing transparent and honest financial advice and operates with the utmost integrity.