North Star Asset Management (NSAM) offers ongoing investment advice to individuals and institutions. NSAM tailors each portfolio to meet the specific needs and objectives of their clients. NSAM utilizes a team approach with investment professionals working together to identify and invest in high quality equity and fixed income investments and to provide personalized portfolio management services.
Assets Under Management$3.1B
Clients3,290
Advisors13
Avg. per Client$940K
Avg. per Advisor$240M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees may be subject to negotiation based on account size, relationships, security holdings, and other factors.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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