AG
ChFC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
321 clients
Average Client Portfolio
$851K average
Assets Under Management
$273.1M
Fee Structure
Minimum Investment:$500K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Advisory fee is negotiable and will not exceed an annualized fee of 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Hourly Rate:Up to $400/hr
Financial planning is billed hourly at $400, but the total cost is negotiable based on the plan's scope and complexity. Portfolio management fees are based on a percentage of assets managed (see table). The firm requires a minimum of $500,000 to open and maintain an advisory account, but this may be waived at the firm's discretion.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Loading...
Advisor Information
Office location
1250 S. Pine Island Road, Suite 275, Plantation, FL, 33324
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Northstar Financial Planners, INC.
May 2004 - Present · 21 yrs 8 mos
State Registrations3 states
FLLATX
Advisor
Exams
No exam information available for this advisor.