Northstar Financial Planning provides personalized wealth management services, including financial life planning and investment management. Advice covers financial objectives, cash flow, tax planning, insurance, asset allocation, education, retirement, and estate planning. They also offer pension consulting services to qualified retirement plans. Northstar uses mutual funds and exchange-traded funds. Clients can restrict investments in certain securities.
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.
