NorthStar Fiduciary Partners manages investments for individuals, high net worth individuals, retirement plans, charitable organizations, and business development companies. They primarily use individual stocks, mutual funds, and exchange traded funds. They tailor portfolios to meet client's specific needs, considering their risk tolerance, time horizon, and return objectives. They may recommend funds from Dimensional Fund Advisors, Vanguard, BlackRock, and Charles Schwab.
Assets Under Management$1.1B
Clients153
Advisors2
Avg. per Client$7.5M
Avg. per Advisor$570M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable in certain limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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