JG
JG

Jeremiah Gallington

12 Years of Experience
Boston, MA

Jeremiah Gallington is a registered investment advisor at Northstar Asset Management INC, based in Boston, MA, with 12 years of industry experience. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Socially Responsible Investing, and 1 more. Their firm serves 190 clients with $730M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
190 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$727.3M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.90%
$5.0M - $25.0M0.75%
$25M+0.75%

Fees above $25,000,000 are negotiable. Charitable institutions pay a maximum fee of 0.75% for all assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Harris Avenue, Boston, MA, 02130

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Northstar Asset Management, INC
March 2024 - Present · 2 yrs 1 mo
Previous Registrations
Cable Hill Partners, LLC
July 2022 - October 2023 · 1 yr 3 mos
Fisher Investments
May 2018 - June 2022 · 4 yrs 1 mo
Natixis Advisors, L.P.
September 2014 - April 2018 · 3 yrs 7 mos
Natixis Distribution, L.P.Broker
September 2014 - April 2018 · 3 yrs 7 mos
Morgan Stanley
June 2013 - April 2014 · 10 mos
Morgan StanleyBroker
June 2013 - April 2014 · 10 mos
Nylife Securities LLCBroker
August 2012 - April 2013 · 8 mos
State Registrations1 state
MA
Advisor

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
No exam information available for this advisor.