Northstar Investment Partners is a registered investment advisor that manages investments for individuals, families, and trusts. Northstar aims to help clients achieve their financial goals through personalized advice and portfolio management. Northstar's approach involves understanding a client's goals, time horizon, and risk tolerance. They may employ option strategies to optimize performance.
Assets Under Management$16M
Clients50
Advisors4
Avg. per Client$320K
Avg. per Advisor$4M
Fee Structure
Northstar Investment Partners is a fee-only advisor, meaning they are compensated directly by clients and do not receive commissions from selling investments. The fees for managing your investments are based on a percentage of the value of your portfolio. The specific percentage is not listed in this brochure.
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