Individuals and families turn to Northstar Investment Advisors for customized investment services designed to meet their specific needs.

Our approach is always personal.  Whether targeted to one person, or spanning generations of a family, our individualized service and advice is based on a fundamental principle at Northstar. We strive to know our clients – their hopes, dreams, needs and wants – and we take seriously our responsibility as custodians of their financial future.

Our focus is on you, and we address your unique circumstances as we work together to develop and maintain a long-term plan using investments chosen specifically to meet your needs. It is a plan that will grow and evolve with your changing circumstances and life stage needs.

Ours is a fee-based service, eliminating the conflict of interest associated with commissioned brokers. And, unlike a fixed-fee service, the more assets you have managed by Northstar, the lower your management fee percentage rate. Annual fees are calculated and payable quarterly in advance. The rate is based on the Market Value of Assets Under Management according to the following descending schedule:

• 1.5% on the first $500,000
• 1.0% on the next $1,000,000
• .75% on the next $2,000,000
• .65% on balance over $3,500,000