North Shore Capital Group Investment Advisors, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“For Clients who do not meet this asset minimum and/or request a one-time engagement without investment management services, NSCGIA offers financial planning services on an hourly basis at $300 per hour.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How North Shore Capital Group Investment Advisors, Inc bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid monthly, in advance of each calendar month, pursuant to the terms of the agreement.”
• “The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How North Shore Capital Group Investment Advisors, Inc’s fees compare

• Its hourly rate of $300 is above the Illinois median of $273. 52% of the 215 other Illinois planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Lake Forest that publish an hourly rate charge less.

About North Shore Capital Group Investment Advisors, Inc

• Firm size: 3 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

316

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$38,056,826

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309269

Website

nscg-ia.com (opens in new tab)

Phone

(847) 735-9200

Can advise clients in 2 states: Illinois, Wisconsin

Other planners in Lake Forest that publish fees

• Crescent Grove AdvisorsLake Forest$3,000⁠-⁠$150,000/yr
• Horizon Capital Management, LLCLake Forest$10,000/yr
• Obar Wealth Management LLCLake Forest$275/hr, $7,500/yr
• Wright Benefit Advisors Inc.Lake Forest$130⁠-⁠$385/hr

Compare all 7 planners in Lake Forest