Northstar Financial Advisors provides investment advice and financial planning. Investment management involves ongoing advice and investment implementation based on individual client needs. Financial planning focuses on long-term financial goals, tax planning, asset allocation, risk management, and retirement planning. Clients are not obligated to implement financial planning recommendations through Northstar Financial Advisors.
Assets Under Management$54M
Clients33
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable based on financial situation, assets under management, discretionary trading authorization, and investment mix.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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