Northern Capital Retirement Services, Inc.
2700 S SOUTHEAST BOULEVARD, Spokane, Washington 99223
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
• 0.50% on the first $1,000,000; • 0.35% on assets between $1,000,000.01 and $10,000,000; • 0.20% on assets between $10,000,000.01 and $50,000,000; • 0.15% thereafter; • For portfolios assigned a Pure Preservation Investment Objective the fee schedule is 0.5%; annually on the first $500,000 of billable assets and 0.0% thereafter.
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.