NorthCoast Asset Management Review


Trust Score 96%
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NorthCoast Asset Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 47 state(s) with a licensed staff of 13 advisors. NorthCoast Asset Management manages $1.8 billion and provides investment advisory services for 3,579 clients (1:276 advisor/client ratio).

The management fee generally ranges from 0.70% to 1.65% of assets under management.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 276 clients (industry average 1:50)
  • Communications sent to the firm’s website are not secure and encrypted

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes The management fee generally ranges from 0.70% to 1.65% of assets under management.
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $497,821
Hybrid Advisor No
Disciplinary History No
Total AUM $1.8 billion
Advisor / Client Ratio 1:276
Headquarters One Greenwich Office Park Greenwich, CT 06831
SEC Filings Forms and Brochures


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