NorthStar Asset Management specializes in socially responsible investing for individuals, families, and non-profit organizations. They focus on racial justice and gender equity, economic inequality, human rights, environmental justice, and corporate governance. NorthStar uses traditional investments combined with alternative investments to help clients achieve their financial objectives while being aware of their social impact.
Assets Under Management$730M
Clients190
Advisors8
Avg. per Client$3.8M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Fees above $25,000,000 are negotiable. Charitable institutions pay a maximum fee of 0.75% for all assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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