Eric Charles Kuby
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 1.50% |
Fees may be negotiable in certain instances with pre-approval from Senior Management.
Fee Estimator
North Star charges a "wrap fee" for advisory services and transaction execution. For balanced and equity portfolios, the fee is 2.00% on assets up to $500,000 and 1.50% on assets over $500,000. For fixed income portfolios, the fee is 1.50% on assets up to $500,000 and 1.25% on assets over $500,000. These fees are annualized and charged quarterly in arrears. Fees may be negotiable in certain instances with pre-approval from Senior Management. Wrap accounts sponsored by other financial institutions are generally charged 0.50% of AUM.
Areas of Practice
Advisor Information
Office location
20 N. Wacker Drive, Suite 1416, Chicago, IL, 60606-2902
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Eric is a 50% owner of Kuby Gottlieb Investments since 1997, spending minimal time on administrative tasks. He is also the President of North Star Financial Services since 2004, dedicating minimal time to reviewing documents, and an investment committee member for Regal Investment Advisors LLC since 2016, spending minimal time attending meetings. Finally, Eric is a registered representative with Newedge Securities, Inc. since 2016, spending about 10-20% of his time providing investment services.