Northstar Financial Planners, Inc. is a registered investment advisor offering personalized portfolio management and financial planning services. For portfolio management, Northstar works with clients to determine their investment objectives and risk tolerance to develop a suitable investment strategy. For financial planning, Northstar gathers information about a client's financial situation and objectives to develop a written plan designed to help them achieve their financial goals.
Assets Under Management$310M
Clients358
Advisors4
Avg. per Client$870K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Advisory fee is negotiable and will not exceed an annualized fee of 1.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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