NorthStar Financial directs clients to third-party investment advisors. NorthStar is compensated via a fee share from the advisors to which it directs those clients. NorthStar does not tailor investment advisory services for those clients. NorthStar does not participate in any wrap fee programs.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 1.20% |
Fees over $3,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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