NorthStar Capital Advisors is a registered investment advisor founded in 1995 that manages investment portfolios for wealthy individuals, families, and select institutions. NorthStar Capital Advisors aims to provide individual investors with the investment capabilities typically reserved for large institutions. The firm's main service is managing separate long-only portfolios on behalf of clients who grant NorthStar Capital Advisors the authority to make trades without asking first. NorthStar Capital Advisors takes time to understand each client's unique financial situation, goals, risk tolerance, and tax basis to build a customized investment approach. The investment strategy relies heavily on fundamental research to identify well-managed growth stocks purchased at reasonable valuations for long-term capital appreciation. NorthStar Capital Advisors utilizes index funds, exchange-traded funds, bond funds, and individual equities. The investment committee meets weekly to discuss ideas and monitor the largest holdings daily.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable in certain cases.