Northstar Investment Advisory LLC provides personalized financial planning and investment allocation guidance to individuals and employees through its web-based platform. Clients work with financial planners to discuss their financial situation, employer benefits, budgeting, debt management, retirement planning, and employer compensation such as stock options. Northstar Investment Advisory offers services on a retail basis where clients pay a monthly membership fee, and through an employer-sponsored model where employers cover all or part of the fees for their staff. Northstar Investment Advisory does not manage client money directly, trade securities on behalf of clients, or hold client funds. Instead, it offers point-in-time financial planning and portfolio recommendations based on client-submitted information.
Fee Structure
Northstar Investment Advisory offers ongoing financial planning and personal financial management services through a monthly subscription model. Depending on the arrangement, your employer may pay this fee on your behalf, or you will pay a monthly membership fee directly. Services include access to digital budgeting tools and personalized advice from a financial planner via chat, phone, video, or email.