Northland Capital Management is a small investment advisory firm based out of Virginia, MN, with two offices. With a team of six dedicated professionals, three of whom specialize in investment advisory services, Northland Capital Management is committed to providing personalized financial solutions to its clients.
With an average of approximately $51,800,000 in assets under management per investment advisor, Northland Capital Management aligns with the industry average in terms of size and scale. Their compensation structure encompasses various types, including a percentage of assets under management and hourly charges, ensuring that clients receive tailored services suited to their unique needs.
Notably, Northland Capital Management has established a solid reputation in managing employer 401Ks and individual portfolios, contributing to their extensive experience in this space. They pride themselves on their expertise and ability to navigate the complexities of retirement planning and investment strategies.
Boasting over 230 individual clients, Northland Capital Management manages assets totaling over $155,399,000. The firm's success can be attributed, in part, to the experience and dedication of their longest-tenured advisors, Andrew Rogers, Julie Johnson, and Christopher Erickson.
As a discretionary investment advisor, Northland Capital Management has the authority to make investment decisions on behalf of their clients, ensuring timely execution and flexibility in managing portfolios. Their client-centric approach and commitment to excellence have positioned them as a trusted partner in the financial industry.