Northern Edge Wealth Management logo

Northern Edge Wealth Management

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Client assets under management

$246,801,119

Clients

550

13% high-net worth

Advisors

4

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

138

Very High

Average account size

$448,729

About

Northern Edge Wealth Management provides personalized financial planning and both discretionary and non-discretionary investment management, and it also advises qualified retirement plans. The firm reports about $264.9 million in discretionary assets under management and serves roughly 550 clients, and its client roster is notable for being concentrated in retirement-plan and other entity accounts rather than traditional individual or high-net-worth household clients.

Northern Edge’s investment process is research-driven and individualized, with a long-term, equity-oriented bias that emphasizes fundamental analysis and dividend-growth equities while also employing mutual funds, ETFs, brokered CDs and, where appropriate, external managers. The firm offers in-house portfolio management and may allocate to unaffiliated money managers; its disclosures also note use of margin without fee reductions for margined assets, a potential conflict the firm addresses through disclosure and suitability review.

The firm discloses that certain supervised persons are also registered representatives of a broker-dealer and licensed insurance agents, which can result in commission-based compensation outside the advisory relationship and creates potential conflicts of interest. Northern Edge further participates in an institutional custody platform that provides technology, research and start-up marketing support, and it does not accept proxy-voting authority for client securities — operational details that prospective clients may consider.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Fixed fee up to $5,000 for financial planning only clients

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% Above $10,000,000+: Negotiable

Project-based

Hourly fee rate up to $500 for financial planning only clients

Other

Account minimum: $100,000 Minimum fee: Minimum annual investment management fee of $300 Fee-only: Fixed fees up to $5,000 or hourly fees up to $500 for financial planning only clients

Main office location

Northern Edge Wealth Management

2424 Us Highway 41 West

Marquette MI 49855, United States

Number of offices

1

Most active in

California · Florida · Louisiana · Michigan · Minnesota · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Dane N

Series 65, Series 66

Marquette, MI

Northern Edge Wealth Management

Dane Nelson is an advisor at Northern Edge Wealth Management in Marquette, MI, holding Series 65 and Series 66 licenses. He began his financial advisory career in 2025 after working for Robert Half International from 2014 to 2025. Northern Edge Wealth Management is an SEC-registered investment adviser serving qualified retirement plans, pooled vehicles, institutional clients, and individual high-net-worth clients. The firm uses a personalized, research-driven investment approach focused on long-term equity orientation, fundamental analysis, and allocation across equities, fixed income, and cash, while also recommending and monitoring external money managers for client portfolios.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
user avatar

Tanner C

Series 66

Marquette, MI

Northern Edge Wealth Management

Tanner Carriere is a financial advisor at Northern Edge Wealth Management with two years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise. Northern Edge Wealth Management is an SEC-registered investment adviser serving qualified retirement plans, pooled vehicles, institutional clients, and individual and high-net-worth clients. The firm follows a personalized, research-driven investment approach with an emphasis on long-term equity-oriented strategies and also selects external money managers for portions of client portfolios.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
user avatar

Justin L

Series 66

Marquette, MI

Northern Edge Wealth Management

Justin Le Page is a financial advisor at Northern Edge Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is involved in the management of his firm and holds a license to sell fixed insurance products. Northern Edge Wealth Management is an SEC-registered investment adviser that provides discretionary and non-discretionary investment management, as well as financial planning and consulting services primarily for qualified retirement plans, pooled vehicles, institutional clients, and high-net-worth individuals. The firm employs a personalized, research-driven investment approach focused on long-term equity-oriented strategies and may utilize external money managers for portions of client portfolios.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
user avatar

Billie P

Series 66

Marquette, MI

Northern Edge Wealth Management

Billie Paveglio is a financial advisor at Northern Edge Wealth Management with six years of industry experience. She holds a Series 66 designation and has worked at Larson & Associates Ameriprise Financial Services, Inc. since 2016. Prior to that, she was employed at Argonics, Inc. from 2004 to 2016. Northern Edge Wealth Management is an SEC-registered investment adviser serving qualified retirement plans, pooled vehicles, institutional clients, and individual high-net-worth clients. The firm employs a research-driven, long-term equity-oriented investment approach and may utilize external money managers to oversee portions of client portfolios.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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