Steven Girard
Steven Girard is a registered investment advisor at Northstar Financial Companies, INC., based in Conshohocken, PA, with 33 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 524 clients with $440M 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 | 1.25% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable. The wrap fee covers the cost of comprehensive, ongoing financial planning.
Fee Estimator
Location
1201 E. Hector St, Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (1)
Regulatory
March 2016Other Business ActivitiesSells Insurance
Steven is the president and 100% owner of Northstar Financial Companies, Inc., a registered investment advisor. He also serves as CFO of his spouse's interior design store, Acajou, dedicating a few hours per week, and is an independent insurance agent. Additionally, Steven is a managing partner in J2SM LLC, a real estate LLC, spending minimal time on this activity.
Employment History
Current Registrations
Northstar Financial Companies, INC.
Previous Registrations
Longview Wealth Management
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 states
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.