| 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
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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 →Michael is the President of North Star Benefits LLC, an insurance and benefit planning company, taking nearly full-time. He also owns 50% of North Star Benefits, LLC through Q Mazoo, LLC, and is an officer at Snowball Public Relations & Events, LLC, dedicating minimal time to each. Michael is also a Registered Representative with NewEdge Securities, Inc. and President of North Star Investment Management Corporation, dedicating full-time to each.