The Northstar Group offers investment advice and portfolio management. They gather information about your financial situation, goals, and risk tolerance to create a personalized plan. They may consult with other professionals like accountants and attorneys. The firm's principals are also registered representatives of Osaic Wealth, a broker-dealer, but they do not receive commissions from client transactions.
Assets Under Management$870M
Clients251
Advisors4
Avg. per Client$3.5M
Avg. per Advisor$220M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable in some circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...