NorthStar Capital provides investment management services to wealthy individuals, families, and institutions. NorthStar Capital manages long-only portfolios based on each client's unique financial situation, needs, and risk tolerance. The firm focuses on long-term growth through fundamental research and reasonable valuations.
Assets Under Management$65M
Clients46
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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