Julie Fortin is a CFP-designated registered investment advisor at Northstar Financial Planning, LLC, based in Windham, NH, with 10 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 172 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee schedule may be negotiable and will vary between clients. Stand-alone investment management fees: Up to $5,000,000: 0.75% per year; $5,000,001 to $10,000,000: 0.60% per year; Over $10,000,000: 0.50% per year. If Northstar provides investment recommendations on assets held in employer plans and includes these assets on your performance reporting, they will charge a flat 0.50% per year on the total.
Fee Estimator
Location
112 Range Road, Windham, NH, 03087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Northstar Financial Planning, LLC
State Registrations1 state
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