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Fee Structure Plus

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How it works

Invested your way, paid on your schedule

Everything you need to create better content

Fee Structure Plus turns a deferred fee into periodic payments drawn from an invested account. You set both the investment approach and the payment schedule.

Choose how it's invested

Select a NorthCoast model portfolio, or have a financial advisor manage the account.

Choose how it's invested

Select a NorthCoast model portfolio, or have a financial advisor manage the account.

Choose how it's invested

Select a NorthCoast model portfolio, or have a financial advisor manage the account.

Set the payment schedule

Annual, semi-annual, quarterly, or lump sum payments, built around the claimant's needs.

Set the payment schedule

Annual, semi-annual, quarterly, or lump sum payments, built around the claimant's needs.

Set the payment schedule

Annual, semi-annual, quarterly, or lump sum payments, built around the claimant's needs.

Adjust as needs change

The Investment Policy Statement can be updated up to twice a year.

Adjust as needs change

The Investment Policy Statement can be updated up to twice a year.

Adjust as needs change

The Investment Policy Statement can be updated up to twice a year.

Investment options

Compare every option

Model portfolios and advisor-managed accounts, with the details that set them apart.

method	Mix	Description
Fee Structure Plus (FSP)Managed portfolios from NorthCoast Asset Management Talk to a Consultant
Balanced	50% stock / 50% bond	Equal growth and income; suited to a 5-10 year horizon.
Strategic Growth	70% stock / 30% bond	Grows assets with moderate income; suited to a 10-20 year horizon.
Aggressive Growth	90% stock / 10% bond	Built for long-term growth; suited to a 20+ year horizon.
Fee Structure Plus (FSP)Advisor managed Set up a call with your Advisor
Advisor selects	Advisor determines	An advisor of your choosing manages the account under an Investment Policy Statement that can be updated as needs change.

Market-based investments involve risk, including potential loss, and returns are not guaranteed. Tax treatment depends on the nature of the underlying claim, terms of the structure and individual circumstances. Consult qualified tax, legal and financial professionals.

Structuring an attorney fee deferral on a $2 million contingency fee

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Final Illustrated

+0M

Projected after deferral

Structuring an attorney fee deferral on a $2 million contingency fee

VIEW DETAIL

Final Illustrated

+0M

Projected after deferral

Structuring an attorney fee deferral on a $2 million contingency fee

VIEW DETAIL

Final Illustrated

+0M

Projected after deferral

Common Questions

Questions about Fee Structure Plus

What fees are eligible?

Any attorney contingency fee, from physical injury or non-physical injury cases.

Who manages the investments?

NorthCoast Asset Management by default, or the attorney's own financial advisor. The portfolio follows an agreed Investment Policy Statement, which can be updated up to twice a year.

How are deferred fees taxed?

As ordinary income in the year each payment is received, reported on a 1099-NEC to the attorney or law firm. Income is taxed when it's paid out, not when the case settles.