James Irwin is a registered investment advisor at Northstar Capital Advisors LLC, based in Charlotte, NC, with 16 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 70 clients with $42M 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 $2.0M | 1.50% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $30.0M | 0.50% |
| $30.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are not negotiable.
Fee Estimator
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James works as an assistant professor at the University of Alabama. This non-investment related activity takes him full-time.
Employment History
Current Registrations
Northstar Capital Advisors LLC
State Registrations2 states
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