Northstar Financial Companies provides financial planning and investment management services. They offer a Strategic Plan that includes a family net worth statement, investment portfolio analysis, and illustrations of needs/risks. Investment management is provided on a discretionary basis through Northstar’s Asset Management Program, a wrap-fee program. Recommendations can include various securities. Investment choices are determined by each client’s goals, cash flow needs, and risk tolerance.
Assets Under Management$440M
Clients524
Advisors8
Avg. per Client$850K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable. The wrap fee covers the cost of comprehensive, ongoing financial planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...