NorthStar Asset Management Company specializes in managing investment portfolios for individuals, businesses, charitable organizations, and pension/profit-sharing plans. NorthStar aims to grow and preserve wealth by matching client objectives with their individual circumstances and risk tolerance. They invest in individual stocks and bonds, exchange-traded funds, mutual funds, and other investment products. NorthStar does not participate in wrap fee programs.
Assets Under Management$620M
Clients155
Advisors2
Avg. per Client$4M
Avg. per Advisor$310M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees may be negotiable for certain legacy accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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