1 North Wealth Services, LLC

1 North Wealth Services, LLC is a registered investment adviser established in 1997 and located in Annapolis, MD. The firm specializes in providing investment advisory services and financial planning. They offer discretionary investment advice, asset allocation services, and financial planning services tailored to clients' objectives, risk tolerance, and management style. The firm's investment philosophy includes a focus on capital preservation, total return, growth, and sustainable investing strategies. Clients have the option to participate in a Discretionary Managed Account Program, where the firm actively manages accounts based on client goals and preferences. The minimum new client investment in the Discretionary Management Account Program is $500,000. The firm charges advisory fees based on a percentage of the market value of account assets, with fees ranging from 1.15% to 0.60% per annum depending on the total managed portfolio assets. Financial planning services are offered on an hourly or flat fee basis, ranging from $400 hourly to $3,200 annually. The firm does not charge performance-based fees and acts as a fiduciary in clients' best interests. Clients of 1 North Wealth Services include individuals, closely-held corporations, retirement plans, estates, trusts, and Charitable Foundations. The firm does not have any disciplinary disclosures, and clients have the responsibility to vote on proxies for securities in their portfolios. The firm primarily uses no- to low-load mutual funds and ETFs for diversification. The team at 1 North Wealth Services collaborates to manage accounts, and clients receive regular account reviews and reports. The firm's Chief Compliance Officer is James Brennan, CFP, who oversees compliance and addresses client questions.