Overview
- Headquarters
- Stamford, CT
- Total Firm Assets
- $5.0 billion
- Average High-Net-Worth Client Portfolio Size
- $2.6 million
- Stated Minimum Account Size
- $1,000,000
Recent Rankings
Forbes 2025: 45
Forbes 2024: 52
Barron's 2025:
32
Barron's 2024:
87
Fee Disclosure
Source: KOVITZ FORM ADV PART 2A - AUGUST 2025 (2025-11-10)
· View brochure text
Latest filing: NORTHCOAST ASSET MANAGEMENT ADV PART 2A (2026-07-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Connecticut for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 64.08%
- Number of High-Net-Worth Clients
- 1,209
- Total Client Accounts
- 7,122
- Discretionary Accounts
- 7,122
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 282241
- NORTHCOAST ASSET MANAGEMENT ADV PART 2A (2026-07-30) · View brochure text
- KOVITZ FORM ADV PART 2A - AUGUST 2025 (2025-11-10) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗