North Star Investment Management provides personalized investment management services to clients through a wrap fee program. They work with NewEdge Securities, Inc. to offer equity, balanced, and fixed income portfolios. North Star gathers information about your financial situation, goals, and risk tolerance to create a suitable investment policy. They have full authority to make investment decisions in your account without asking you first.
Assets Under Management$2.3B
Clients2,548
Advisors12
Avg. per Client$900K
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 1.50% |
Schedule shown is for balanced and equity portfolios. Fixed income portfolios are charged at a lower rate. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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