North Shore Investment Advisors, LLC

Overview

North Shore Investment Advisors, LLC is a Wisconsin-registered limited liability company owned by an individual and positioned as a small advisory firm serving institutional clients while also offering services that target individuals and small businesses. The firm provides financial planning and discretionary portfolio management and is recorded as engaging in other financial product sales. Its fee arrangements are flexible and include a percentage-of-AUM option, hourly and fixed fees, and commissions. The firm is not structured as a capital allocator and does not identify as an ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices