55 North Private Wealth
SEC RegisteredA PURPOSE BUILT FEE-ONLY PRIVATE WEALTH MANAGEMENT FIRM
About the firm
55 North Private Wealth is a fee-only private wealth management firm built for high net worth investors and families with taxable investment assets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private wealth management
Who they serve
High Net Worth Investors/Families with Taxable Investment Assets
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Below $2.5MM | 0.85% |
| Between $2.5MM - $5MM | 0.75% |
| Between $5MM - $7.5MM | 0.65% |
| Between $7.5MM - $10MM | 0.55% |
| Between $10MM - $12.5MM | 0.50% |
| Between $12.5MM - $15MM | 0.45% |
| Between $15MM - $17.5MM | 0.40% |
| Between $17.5MM - $20MM | 0.35% |
| Between $20MM - $25MM | 0.30% |
| Between $25MM - $100MM | 0.25% |
| Above $100MM | 0.20% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. 55 North Private Wealth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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