North Value Partners, LLC

CRD#293725
Investment Advisor Firm

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Overview

North Value Partners, LLC is a financial advisory firm headquartered in Minneapolis, Minnesota. The company has a small group of one employee who is a financial advisor. North Value Partners, LLC is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like stocks, options and bonds.

The firm's central office is located at 5000 W 36Th Street, Minneapolis, Minnesota 55416. It is permitted to serve investors in the state of Minnesota.

Number of Advisors

1

Disclosures

No

Office Location

5000 W 36Th Street
Minneapolis, MN 55416

North Value Partners, LLC by the Numbers

Total Number of Employees

1

National Average: 4,943

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Fee Structure

Fees for financial management usually are based on which services the firm provides the client. However, fees charged by the firm likely include some combination of the following fee types: asset-based or performance-based. North Value Partners, LLC does not participate in a wrap fee program, in which the company offers a service bundle for a single fee. The company can withdraw the expenses 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 17% of firms

    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.

Unavailable

  • Find one of the 37% of firms that offer this fee type

    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.

  • 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 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 40% of firms that offer this fee type

    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.

  • 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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Disclosures

North Value Partners, LLC 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