NorthStar Capital Advisors offers financial planning and investment management services. The firm helps clients prioritize goals, analyze their financial situation, and develop investment strategies. NorthStar focuses on holistic financial planning and wealth management, using quantitative investment models. They offer initial financial planning, ongoing financial planning with investment advice for held-away assets, and direct investment management.
Assets Under Management$42M
Clients70
Advisors2
Avg. per Client$610K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $30.0M | 0.50% |
| $30.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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