Assets Under Management
$3.1B
Number of Clients
3,290
Number of Advisors
13
Average Client AUM
$936K
AUM per Advisor
$236.9M
Compensation
Fee-Only (AUM)
North Star Asset Management Inc. provides ongoing investment advice on a discretionary/non-discretionary basis to individual and institutional clients. They offer advice on various investments, including stocks, bonds, mutual funds, and ETFs. Portfolios are tailored to client needs and objectives.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.60% |
Fees may be subject to negotiation based on account size, relationships, security holdings, and other factors.
134 E. Wisconsin Ave., One Neenah Center, Suite 300, Neenah, WI, 54956