Julie Goodridge is a registered investment advisor at Northstar Asset Management, INC, based in Boston, MA, with 32 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 194 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Fees for amounts above $25,000,000 are negotiable. Charitable institutions pay a maximum fee of 0.75%. Fees are assessed quarterly in arrears.
Fee Estimator
Location
2 Harris Avenue, Boston, MA, 02130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Julie has been a trustee for the Hyams Foundation since 2016, dedicating minimal time.
Employment History
Current Registrations
Northstar Asset Management, INC
Previous Registrations
Northstar Asset Management INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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