Our Fees

Northstar is a fee only advisor, meaning that the fees we receive for our investment management services are the fees paid directly to us from our clients. Client fees are based on a percentage of the individual’s assets under management.

In general, we have a new client relationship minimum of $2 million. The relationship minimum, however, may be subject to waiver or negotiation at our discretion.

We establish our fee schedule for what we believe is fair both to our clients and to our firm. Because our equity strategy utilizes individual securities and not mutual funds or third party managers, our overall costs are generally lower than the industry average. If you are interested in discussing portfolio management in more detail we encourage you to visit our Contact Us page.

Work With Us

Northstar requires a $2 million account minimum.