Up North Financial, Llc
Traverse City, Michigan
5.0
1 Review
Up North Financial, LLC is a reputable investment advisory firm based out of Traverse City, MI. With a team of two highly skilled employees, they specialize in providing comprehensive investment advisory services to their diverse clientele. Their expertise in managing assets is evident, with an impressive average of approximately $93,590,000 in assets under management per investment advisor, which aligns with the industry average. The compensation structure at Up North Financial, LLC is designed to cater to the unique needs of their clients. They offer various payment options, including hourly charges and fixed fees, ensuring fle...
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Assets Under Mgmt

$128.51M

Investment Professionals

2

Locations

0

% 401K & Individual

39%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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