Assets Under Management
$2.3B
Number of Clients
2,548
Number of Advisors
11
Average Client AUM
$895K
AUM per Advisor
$207.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
North Star offers personalized discretionary investment management services to clients through a wrap fee program. They construct investment policies based on client information and have complete discretion over investment decisions. They also offer financial planning and family office services.
| 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