Assets Under Management
$119.4M
Number of Clients
265
Number of Advisors
3
Average Client AUM
$450K
AUM per Advisor
$39.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Northstar Financial Management, Inc. provides investment supervisory services, financial planning, college planning, retirement planning, tax planning, philanthropic management, and estate planning. They manage assets primarily in mutual funds and ETFs, tailoring strategies to client needs and objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $65K | 1.50% |
| $65K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.25% |
| $5M+ | 0.25% |
110 South Main Street, Moscow, ID, 83843-2806