NorthStar Advisory Group provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Services include wealth management, investment management using ETFs and individual stocks/bonds, and financial planning covering retirement, savings, insurance, and other areas. NorthStar Advisory Group may recommend independent managers and lending programs. The firm also offers retirement plan advisory services and consulting services to brokerage customers of Mutual Securities, Inc.
Assets Under Management$380M
Clients372
Advisors3
Avg. per Client$1M
Avg. per Advisor$130M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.95% |
| $5.0M - $7.5M | 0.90% |
| $7.5M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...