North Shore Investment Consulting LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$168,539,122
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
102
0% 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
102
Very HighAverage account size
$1,652,344
About
North Shore Investment Consulting LLC is a fee‑only investment adviser that provides investment management, comprehensive financial planning, and consulting to high‑net‑worth individuals, professionals, retirees, and profit‑sharing plans. The firm documents client circumstances through face‑to‑face discussions and a “Client Data Analysis” intake process and uses those inputs in financial projection software to develop customized plans.
NSIC’s investment process is grounded in Modern Portfolio Theory and quantitative portfolio optimization, and it typically implements diversified allocations using mutual funds and ETFs. Portfolios are managed on a primarily non‑discretionary basis—transactions are executed only after client consent—and accounts are monitored on an ongoing basis with formal performance reviews at least semi‑annually and recommended quarterly client contact.
Notably, NSIC reports managing approximately $170.5 million of non‑discretionary assets and explicitly includes profit‑sharing plans among its client types, a combination that is uncommon for independent advisers. The firm also aggregates held‑away employer plans using Morningstar’s ByAllAccounts (which subjects it to surprise‑audit procedures under the Custody Rule) and maintains a documented succession arrangement to address continuity of service.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Retirement income strategy
Cash flow / budgeting
General estate planning guidance
Occupation focus
Attorney
Doctor or Medical Professional
Sales Professional
Demographic focus
Retired
Fee options
$0 - $1,000,000: 0.95% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,000,000: 0.65% $4,000,001+: 0.55%
Account minimum: $1,000,000 Fee-only: Fee-only investment advisor (no commissions)
Main office location
North Shore Investment Consulting LLC
1150 Wilmette Avenue, Suite E
Wilmette IL 60091, United States
Number of offices
1
Most active in
North Shore Investment Consulting LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
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.
-
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.
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