North Star Asset Management is an independent registered investment advisor founded in 1996 and based in Neenah, Wisconsin. The firm specializes in long-term equity and fixed-income portfolio management for individuals, trusts, estates, charitable organizations, and institutional clients. North Star Asset Management focuses on fundamental analysis, emphasizing high-quality, consistent growth companies and investment-grade bonds. Portfolios are managed using a collaborative team approach led by experienced investment professionals, including several Chartered Financial Analysts. The firm builds customized portfolios tailored to each client's specific financial situation, needs, and objectives, maintaining a low portfolio turnover strategy to minimize costs and tax liabilities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees are subject to an annual minimum of $6,000. Fees may be negotiated based on account size, relationships, and security holdings.