Overview

Headquarters
Seattle, WA
Total Firm Assets
$259 million
Average High-Net-Worth Client Portfolio Size
$4.6 million

Fee Disclosure

Source: NORTHERN LIGHTS ADVISORS, INC. ADV BROCHURE (2026-08-05) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $2,000,000 0.90%
$2,000,001 $3,000,000 0.80%
$3,000,001 $5,000,000 0.70%
$5,000,001 $10,000,000 0.50%
$10,000,001 and above 0.30%

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $41,000 0.82%
$10 million $66,000 0.66%
$50 million $186,000 0.37%
$100 million $336,000 0.34%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
89.69%
Number of High-Net-Worth Clients
51
Total Client Accounts
339
Discretionary Accounts
339

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number
167824
  • NORTHERN LIGHTS ADVISORS, INC. ADV BROCHURE (2026-08-05) (fee schedule source) · View brochure text

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

Frequently Asked Questions