NorthStar Portfolio Investments offers investment advice and financial services to help clients build and preserve wealth. They provide financial planning, including estate, business, and education planning, as well as asset management services. NorthStar manages investments on a discretionary or non-discretionary basis, tailoring portfolios to meet individual client objectives and risk tolerance. They monitor accounts, trade as necessary, and communicate regularly with clients.
Assets Under Management$59M
Clients65
Advisors2
Avg. per Client$910K
Avg. per Advisor$30M
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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 | 1.25% |
| $1M+ | 0.95% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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