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North Forty Investment Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,869,188
Clients
39
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
39
HighAverage account size
$714,595
About
The firm serves individual and high‑net‑worth clients and related entities such as IRAs, trusts, foundations, and estates. It offers wealth advisory, discretionary and non‑discretionary portfolio management, and project‑based financial consulting.
Advisory work is delivered using tiered Wealth Advisory service levels (Level I–IV) that scale from monthly market reviews to investment policy development, manager selection, and family office interaction; the firm also recommends and monitors third‑party money managers and model portfolios. The adviser emphasizes asset allocation and manager selection rather than in‑house quantitative security analysis, and it provides both ongoing management and hourly consulting engagements.
Compared with many solo independent advisers, the brochure shows services typically associated with larger practices—trustee consultation, family‑office interaction, and educational programs for family members—offered alongside a reliance on third‑party managers. The firm operates through an institutional custodian platform (requiring directed brokerage) and discloses a geographic limitation on third‑party money manager services for Florida clients; its managing member is a CFA charterholder with prior senior investment‑industry experience.
Client services
Portfolio management
Selection of other advisers
Wealth advisory services and financial consulting
Wealth advisory services and financial consulting
Expertise
Wealth management
Options & derivatives strategies
Concentrated stock management
Fee options
$2,500,000 - $5,000,000: Wealth Advisory Level I: $5,000 minimum (fixed fee); Level II: 0.55%; Level III: 0.65%; Level IV: 0.75% $5,000,001 - $15,000,000: Wealth Advisory Level I: $5,000 minimum (fixed fee); Level II: 0.45%; Level III: 0.50%; Level IV: 0.55% $15,000,001 - $25,000,000: Wealth Advisory Level I: $5,000 minimum (fixed fee); Level II: 0.35%; Level III: 0.40%; Level IV: 0.45% $25,000,001 - $50,000,000: Wealth Advisory Level I: $5,000 minimum (fixed fee); Level II: 0.25%; Level III: 0.30%; Level IV: 0.35% $50,000,001 - $75,000,000: Wealth Advisory Level I: 0.01%; Level II: 0.15%; Level III: 0.20%; Level IV: 0.25% $75,000,001+: Negotiable $0 - $2,000,000: Portfolio Management: 1.00% $2,000,001 - $5,000,000: Portfolio Management: 0.75% $5,000,001 - $10,000,000: Portfolio Management: 0.55% $10,000,001+: Portfolio Management: 0.40%
Financial Consulting services at $350 per hour, negotiable
Account minimum: $5,000 annually minimum fee Minimum fee: Minimum annual fee of $5,000 for Wealth Advisory and Portfolio Management Services Fee-only: Wealth Advisory fixed fees; Portfolio Management percentage fees; Financial Consulting hourly fees
Main office location
North Forty Investment Advisors LLC
Glen Ellyn IL, United States
Number of offices
1
Most active in
North Forty Investment Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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