North Capital Fees & Minimum

Overview

Headquarters: Salt Lake City, UT
Total Firm Assets: $366 million
Average High-Net-Worth Client Portfolio Size: $4.8 million

Fee Disclosure

Source: FORM ADV PART 2A (2025-06-27) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	0.95%
$250,001	$1,000,000	0.75%
$1,000,001	$5,000,000	0.50%
$5,000,001	and above	0.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$8,000	0.80%
$5 million	$28,000	0.56%
$10 million	$40,500	0.40%
$50 million	$140,500	0.28%
$100 million	$265,500	0.27%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 67.36%
Number of High-Net-Worth Clients: 51
Total Client Accounts: 550
Discretionary Accounts: 525
Non-Discretionary Accounts: 25

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 148802

FORM ADV PART 2A (2025-06-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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