Northport Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$65,427,963
Clients
40
53% 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
40
HighAverage account size
$1,635,699
About
Northport Investment Management provides continuous, discretionary investment advice and portfolio management to individuals, high-net-worth clients, trusts, estates, and pension and profit-sharing plans. The firm manages a diversified mix of common stocks, bonds, mutual funds and ETFs and reports roughly $65.4 million in discretionary assets under management.
The firm’s investment approach is bottom-up, fundamental analysis that emphasizes earnings-driven selection, dividend-paying companies, and fixed income where appropriate; it maintains a long-term, low-turnover orientation and does not engage in frequent trading. Client relationships are managed on a discretionary basis, with quarterly reviews and an expressed emphasis on minimizing investment costs through custodian choice and low-cost/no-load funds.
Notably, alongside its individual client work, the firm also provides portfolio management for pension and profit-sharing plans, a form of institutional management that is less common among peers in this category. The brochure discloses that the firm does not accept commissions or soft-dollar payments, votes proxies for clients unless instructed otherwise, and occasionally provides limited hourly or fixed-fee advisory engagements such as financial planning or second-opinion analyses.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
Fixed fees ranging from zero to several thousand dollars
$0 - $1,000,000: 1% annually $1,000,001+: 0.5% annually
At least $250 per hour
Account minimum: $300,000 Minimum fee: $3,000 minimum annual fee Fee-only: Hourly fee of at least $250; fixed fees ranging from zero to several thousand dollars
Main office location
Northport Investment Management, LLC
Radnor Station Bldg. #1, Suite 304, 290 King Of Prussia Road
Radnor PA 19087-5143, United States
Number of offices
1
Most active in
Northport Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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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