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The fee is billed in arrears, is negotiable, has a $2,500 annual minimum and requires an account of at least $500,000.","source":"ADV PART 2 BROCHURE, filed 24 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does 1 North Wealth Services use?","answer":"1 North Wealth Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $320M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does 1 North Wealth Services have?","answer":"1 North Wealth Services has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does 1 North Wealth Services invest in?","answer":"At the end of its last fiscal year, 1 North Wealth Services’ separately managed accounts held 86% exchange-traded equities, 7% registered funds (mutual funds, ETFs, BDCs) and 7% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does 1 North Wealth Services have a minimum investment?","answer":"Yes, 1 North Wealth Services’ minimum account size for its Investment Management Fees is $500K. It charges a $2.5K annual minimum fee.","source":"ADV PART 2 BROCHURE, filed 24 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns 1 North Wealth Services?","answer":"1 North Wealth Services’ direct owner is James Brennan (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does 1 North Wealth Services get paid?","answer":"1 North Wealth Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is 1 North Wealth Services registered with the SEC?","answer":"Yes, 1 North Wealth Services has been registered with the SEC as an investment adviser since 22 February 2002. 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