NorthStar Wealth Management provides asset management services, managing custodial accounts with ongoing supervision. They invest in stocks, mutual funds, and exchange-traded funds (ETFs) on a discretionary basis. NorthStar also offers financial planning and consulting services, covering financial goals, tax planning, asset allocation, risk management, and retirement planning. They also offer Comprehensive Financial Leadership, a premium service for affluent clients with complex planning needs.
Assets Under Management$25M
Clients37
Advisors1
Avg. per Client$690K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...