| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.02% |
| $500K+ | 0.01% |
Fees may be negotiable in certain instances.
20 N. Wacker Drive, Suite 1416, Chicago, IL, 60606-2902
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Peter is the CEO of North Star Financial Services, a holding company for an RIA, and 50% owner of Kuby Gottlieb Investments. He is also a director at North Star Benefits LLC (insurance) and president of North Star Family Office, dedicating about 10-20% of his time to each of the first and last roles and minimal time to the others.