North Star Advisory Group manages investment portfolios and provides personalized financial planning and consulting services for individuals, families, businesses, and retirement plans. North Star Advisory Group offers both discretionary and non-discretionary portfolio management, tailoring strategies to each client's risk tolerance, goals, and time horizon. The firm primarily invests in fixed-income securities like municipal bonds, as well as mutual funds and exchange-traded funds. Beyond portfolio management, North Star Advisory Group provides broad financial planning, pension consulting, real estate consulting, and antiques and collectibles consulting. The firm is owned by Mark Kangas and is based in Beachwood, Ohio.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees are negotiable depending on individual client circumstances.