David Hackfort is a CFA-designated registered investment advisor at North Star Asset Management INC, based in Neenah, WI, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,290 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees may be subject to negotiation based on account size, relationships, security holdings, and other factors.
Fee Estimator
Location
134 E. Wisconsin Ave., One Neenah Center, Suite 300, Neenah, WI, 54956
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
North Star Asset Management INC
State Registrations1 state
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