NorthStar Fiduciary Partners manages investment portfolios for individuals, high net worth clients, charitable organizations, and retirement plans. The firm builds customized portfolios primarily using individual equities, mutual funds, exchange-traded funds, and closed-end funds, tailored to each client's specific goals, risk tolerance, and time horizon. Clients can request specific restrictions, such as avoiding certain securities. NorthStar Fiduciary Partners operates on a fee-only basis and does not sell insurance or financial products for commissions.
Assets Under Management$1.3B
Clients185
Advisors2
Avg. per Client$6.9M
Avg. per Advisor$640M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally a flat 1% of assets under management. Fees may be negotiable in certain limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...