NorStar Financial is a fee-only firm that provides financial planning and investment management services. NorStar Financial creates investment policy statements and constructs portfolios based on client goals. The firm also offers financial planning services covering investment planning, college funding, retirement planning, tax strategies, insurance needs, and savings goals. NorStar Financial does not sponsor wrap fee programs.
Assets Under Management$1.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for clients with large accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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