Northern Star Generational Wealth (NSG Wealth) offers investment and financial planning services. NSG Wealth manages portfolios on a discretionary basis, using a tactical allocation strategy. Financial planning services may include retirement planning, tax strategies, cash flow analysis, and estate planning. NSG Wealth tailors its services to each client's individual needs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees range up to 1.50% depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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