North Shore Investment Consulting, LLC
North Shore Investment Consulting, based in Wilmette, Illinois, is a fee-only financial planning practice that specializes in wealth accumulation, retirement and Social Security planning and exemplary, low-cost portfolio management. The following is a brief overview of our firm:
- Our diverse client-base includes individuals, families, professionals and retirees.
- We have unparalleled experience, credentials and understanding of global markets and the ability to structure portfolios that best support our clients' unique objectives.
- We appreciate the need for, and highly value, proactive communication with clients, especially when market conditions become unstable.
- It is key that we communicate with our clients several times per year to discuss markets as well as understand changes in personal circumstances that may impact how assets are best managed.
- Our low-cost approach to planning is amongst the most competitive in the industry. Never will a client incur a sales load or other type of charge. We adhere to a fixed percentage of assets under management fee schedule. No hidden fees, simple to understand.
- We provide clients with access to no-load mutual funds offered by Dimensional Fund Advisors, a top-tier manager with fund offerings not available to the general public.