NorthStar Wealth Management provides financial advice to individuals and small businesses. They create tailored financial plans based on your risk tolerance, income needs, tax situation, and investment goals. They recommend investments like mutual funds, exchange traded funds, bonds, and other securities. NorthStar also offers third party managed accounts through AssetMark. They manage client assets on a discretionary basis.
Assets Under Management$34M
Clients40
Advisors2
Avg. per Client$850K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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