How We Charge

Northstar is a fee only advisor, meaning that the only fees we receive for our investment management services are the fees paid directly to us from our clients. This eliminates the conflict of interest associated with commissioned brokers and other advisors who have financial incentives to use one particular investment over another.

Our advice is based solely on what we believe is in the best interest of our clients, and our fee structure reflects the trust our clients place in our advice. Clients can be sure that if we make a recommendation, it is because we believe it is in their best interest.

Our fee schedule declines with larger portfolio balances, so the more assets you have managed by Northstar, the lower your management fee percentage rate. Annual fees are calculated and payable quarterly in advance.

In general, we have a new client relationship minimum of $750,000. What that means is clients need to have at least $750,000 of investments that are managed by Northstar. Those investments might be held in individual, trust or retirement accounts, and we combine the value of those accounts for purposes of establishing the $750,000 relationship minimum.

Our advisory fees are highly competitive for our industry. We establish our fee schedule to be fair both to our clients and to our firm. If you are interested in discussing portfolio management in more detail and a fee quote for your portfolio, we encourage you to contact us at cfarrell@northstarinvest.com, or call Charlie Farrell at 303.832.2300.