Northern Capital Management, Inc.
2700 SOUTH SOUTHEAST BOULEVARD, Spokane, Washington 99223-4984
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
2024) with a Washington State Medical Association membership (WSMA Member) is 0.9% annually on assets under management up to $3,000,000 and 0.675% thereafter. The fee schedules are negotiable and subject to approval by the Chief Operations Officer. Exceptions to the WSMA Member rate above a
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.