North Star Asset Management INC
Assets Under Management
$3.1B
Number of Clients
3,290
Number of Advisors
13
Avg. Portfolio per Client
$936K
Avg. Managed per Advisor
$236.9M
Compensation
Fee-Only (% of Portfolio)
About This Firm
North Star Asset Management (NSAM) offers ongoing investment advice to individuals and institutions. NSAM was founded in 1996. NSAM manages investments based on a client's financial situation and investment objectives. NSAM offers advice on stocks, bonds, mutual funds, and ETFs. NSAM manages client investment portfolios on a discretionary basis, selecting the type and amount of securities to be purchased and sold without client approval.
Fee Structure
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
Areas of Practice
Location
134 E. Wisconsin Ave., One Neenah Center, Suite 300, Neenah, WI, 54956