Forrest Kuchling is a registered investment advisor at North Star Advisory Group, LLC, based in Beachwood, OH, with 2 years of industry experience. Forrest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 450 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
2000 Auburn Drive, Suite 415, Beachwood, OH, 44122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
North Star Advisory Group, LLC
State Registrations1 state
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