Overview
- Headquarters
- Grand Rapids, MI
- Total Firm Assets
- $2.7 billion
- Average High-Net-Worth Client Portfolio Size
- $4.1 million
- Stated Minimum Account Size
- $1,500,000
Fee Disclosure
Source: NORRIS PERNE & FRENCH DISCLOSURE DOCUMENT (2025-03-24)
· View brochure text
Latest filing: NPF INVESTMENT ADVISORS DISCLOSURE DOCUMENT (2026-03-26)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 0.90% |
| $2,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | and above | 0.55% |
Stated Minimum Annual Fee: $10,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $40,500 | 0.81% |
| $10 million | $68,000 | 0.68% |
| $50 million | $288,000 | 0.58% |
| $100 million | $563,000 | 0.56% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 82.43%
- Number of High-Net-Worth Clients
- 537
- Total Client Accounts
- 3,233
- Discretionary Accounts
- 3,233
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 104683
- NPF INVESTMENT ADVISORS DISCLOSURE DOCUMENT (2026-03-26) · View brochure text
- NORRIS PERNE & FRENCH DISCLOSURE DOCUMENT (2025-03-24) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗