Northstar Investment Partners manages investment portfolios and provides personalized financial planning for individuals, trusts, retirement accounts, and businesses. Northstar focuses on building portfolios with high-quality public stocks, exchange-traded funds, and selective options strategies, while maintaining a long-term perspective. In addition to investment management, Northstar offers comprehensive financial planning covering retirement income, taxes, cash flow, risk management, estate coordination, and education funding. Financial planning is included at no extra cost for clients who maintain investment accounts with Northstar, or it is available as a standalone service for a fixed annual fee. Northstar also assists clients with estate planning documents through a third-party platform.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees generally range from 0.75% to 1.50% of assets under management and are negotiable based on account size, complexity, and overall relationship scope.