North Star Wealth Management offers portfolio management services tailored to individual client goals and risk tolerance. They create investment plans and manage portfolios, seeking to act in the client's best interest. Financial planning services, including investment, insurance, tax, retirement, education, and debt/credit planning, are offered to existing portfolio management clients at no additional cost. North Star primarily recommends ETFs but may use other securities for diversification.
Assets Under Management$170M
Clients76
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.75% |
| $6.0M - $8.0M | 0.70% |
| $8M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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