Assets Under Management
$273.1M
Number of Clients
321
Number of Advisors
5
Average Client AUM
$851K
AUM per Advisor
$54.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Northstar Financial Planners, Inc. offers discretionary portfolio management and financial planning services tailored to individual client needs. They gather suitability information to develop investment strategies and customize portfolios, monitoring performance and rebalancing as needed. Financial planning services involve analyzing client financial resources and objectives to create written plans.
| Assets Under Management | 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%.
1250 S. Pine Island Road, Suite 275, Plantation, FL, 33324