The Northstar Group provides ongoing investment management and supervisory services for individuals, high net worth individuals, trusts, estates, and businesses. The Northstar Group builds customized portfolio management plans based on clients' financial status, age, occupation, and risk tolerance. In addition to managing investments, The Northstar Group provides financial consulting services for flat or hourly fees. The Northstar Group's principals are registered representatives of Osaic Wealth, and client accounts are held at major custodians such as Osaic, Charles Schwab, and Pershing. The Northstar Group emphasizes a personal, hands-on approach and does not charge performance fees.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Upper limit of asset-based fees is 1.25%. Fees are negotiable in most circumstances.