Northsight Wealth Management

CRD#284295
Investment Advisor Firm

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Overview

Northsight Wealth Management is a financial advisor firm located in Scottsdale, Arizona. It oversees $2.9 million in assets under management across 45 customer accounts. Northsight Wealth Management has a small team of one employee who is a financial advisor. Northsight Wealth Management is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like options, stocks and bonds.

Northsight Wealth Management manages more than half of the firm's client assets in a discretionary manner. Discretionary management signifies that transaction decisions are made by a portfolio manager without requiring the customer's approval. The firm also oversees four non-discretionary accounts with a total of $1.1 million in AUM. The investment advisory firm administers roughly $63,357 in assets for each client account. $100,001 to $500,000 of its financial planning investments were in securities, with $100,001 to $500,000 placed in non-securities. An average advisor at Northsight Wealth Management manages about 45 client accounts, making it about average in terms of personalization.

The firm's headquarters is at 15333 N Pima Rd Suite 305, Scottsdale, Arizona 85260. The company is permitted to provide services to investors in the state of Arizona.

Assets Under Management

$2.9 million

Number of Advisors

1

Fee Structure

Asset-based, Hourly, Fixed

Disclosures

No

Office Location

15333 N Pima Rd Suite 305
Scottsdale, AZ 85260

Northsight Wealth Management by the Numbers

Total Assets Under Management

$2.9 million

National Average: $3.3 billion
Total Number of Employees

1

National Average: 4,943
Total Number of Accounts

45

National Average: 2,522
Average Account Size

$63.4 thousand

National Average: $1.3 million

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Products and Services

Northsight Wealth Management provides a variety of financial services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. In the prior financial year, Northsight Wealth Management provided financial planning services to 11-25 of its accounts. The company does sell products or offer services aside from investment advisory services to its clients. Northsight Wealth Management is also affiliated with one or more other service providers in the financial services industry, including with an insurance company or agency.

Core Advisor Services

  • Offered by 45% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 63% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

  • Find a firm that offers this service

    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

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Fee Structure

Financial management fees largely depend on which services the firm provides the client. Fee types charged by the firm likely consist of any blend of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm. The firm is able to withdraw the fees directly from customer accounts.

Available

  • Offered by 75% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 37% of firms

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Offered by 40% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 3% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company works with retail investors and high net worth investors. Out of its 45 customers, Northsight Wealth Management's largest client is retail investors, although it also serves four high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are non-U.S. persons.

  • High-Net-Worth Individuals* - 18.18%
  • Other Individuals - 81.82%
  • Corporations - 0%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Northsight Wealth Management does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA