North Shore Investment Consulting, LLC
Wilmette, Illinois
North Shore Investment Consulting, LLC at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 102 individual clients.
- Its average account is about $568,000 (assets it manages divided by its 300 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Wilmette, Illinois |
|---|---|
| Website | nsinv.com |
| [email protected] | |
| Phone | (847) 445-4100 |
Questions about North Shore Investment Consulting, LLC
How is North Shore Investment Consulting, LLC paid?
North Shore Investment Consulting, LLC's Form ADV says it is paid by: percentage of assets.
How many advisors does North Shore Investment Consulting, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at North Shore Investment Consulting, LLC.
What is the average account at North Shore Investment Consulting, LLC?
North Shore Investment Consulting, LLC's average account is about $568,000. That's the assets on its Form ADV divided by its 300 accounts.
North Shore Investment Consulting, LLC fees
North Shore Investment Consulting, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $171 million |
| Individual clients | 102 |
| Accounts managed | 300 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-118847) |
| Financial planning | Offered |
| Form ADV filed | February 27, 2026 |
| SEC record | CRD 131763 |
Advisors at this firm (1)
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