Thirtynorth Investments, LLC

ThirtyNorth Investments, LLC is a registered investment advisor founded in 1997, based in New Orleans, Louisiana. The firm specializes in providing discretionary investment management services for individuals, high net worth individuals, retirement accounts, trusts, and non-profit organizations. Their investment strategy focuses on strategic, global asset allocation without attempting to time short-term market movements. The firm manages assets totaling approximately $343,523,000, with most held at various custodians such as Charles Schwab, Voya Financial, and Fidelity. For discretionary investment management, fees are tiered based on account size, starting at 1.00% annually for the first $2,499,999.99 and decreasing to 0.50% for amounts above $2,500,000. Financial planning services start at $5,000 per plan. The firm does not accept performance-based fees and acts as a fiduciary, putting clients' interests first. Clients have the option for non-discretionary investment management, participant account management, and retirement plan consulting. The firm also offers financial planning services and institutional consulting. ThirtyNorth Investments, LLC does not retain custody of client assets and receives written discretion authority for most client accounts. The firm has not reported any disciplinary history and operates under a privacy policy to protect client information.