Northstar Financial Advisors combines investment advisory and limited financial planning services based on client needs. Northstar uses a diversified approach when investing in mutual funds, but portfolios of individual securities are concentrated and may carry a greater degree of risk. Services are tailored to individual client needs, considering risk, age, and time horizon. Northstar manages assets on a discretionary basis.
Assets Under Management$200M
Clients135
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable and may be lower for accounts primarily containing bonds.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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