Peleg Halpern is a registered investment advisor at North Star Wealth Management, based in Northbrook, IL, with 24 years of industry experience. Peleg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 76 clients with $170M 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 | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.75% |
| $6.0M - $8.0M | 0.70% |
| $8M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
Regus Offices 5 Revere Dr., Suite 200, Northbrook, IL, 60062
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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 →Employment History
Current Registrations
North Star Wealth Management
Previous Registrations
Strategic Portfolio Managers
Nrp Advisors, INC.
Leumi Investment Services INC.
Mesirow Financial, 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.