Peter David Gottlieb
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 ActivitiesSells Insurance
Peter is the CEO of North Star Financial Services, a holding company for an RIA, and 50% owner of Kuby Gottlieb Investments. He is also a director at North Star Benefits LLC (insurance) and president of North Star Family Office, dedicating about 10-20% of his time to each of the first and last roles and minimal time to the others.