Dana Jacoby is a registered investment advisor at The Northstar Group, INC., based in New York, NY, with 1 years of industry experience. Dana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 258 clients with $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 | 1.25% |
Upper limit of asset-based fees is 1.25%. Fees are negotiable in most circumstances.
Fee Estimator
Location
405 Lexington Ave, Suite 37A, New York, NY, 10174
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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
The Northstar Group, INC.
Osaic Wealth, INC.Broker
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.
Exams
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