NORTH PIER FIDUCIARY MANAGEMENT, LLC
SEC RegisteredConflict Free
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Plan Fiduciary Services, Asset Management & Consulting
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 9 | $13M |
| High Net Worth Individuals | 15 | $67M |
| Charitable Organizations | 15 | $1.2B |
36 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,500,000 (flat fee) | 0.00% |
| Next $7,500,000 | 0.50% |
| Next $15,000,000 | 0.40% |
| Next $25,000,000 | 0.30% |
| Next $50,000,000 | 0.20% |
| $100,000,000 and Above | 0.15% |
Data as of April 29, 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. NORTH PIER FIDUCIARY MANAGEMENT, LLC 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched