North Star Investment Management Corporation manages investment portfolios and provides financial planning, retirement plan consulting, and family office services. North Star builds customized investment strategies for its clients, often allocating portions of portfolios into mutual funds managed by North Star. The firm offers both standard non-wrap accounts and wrap fee programs through affiliated brokerages, as well as project-based financial planning and comprehensive concierge services for affluent families.
Assets Under Management$2.5B
Clients2,643
Advisors11
Avg. per Client$950K
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Rates shown are for balanced and equity investments. Fixed income investments are charged 1.00% up to $500,000 and 0.75% over $500,000. Alternative tiered schedule available for certain accounts with a $10,000 minimum annual fee.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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