DR
CFA

David William Risgaard

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
13 advisors
Number of Clients
3,290 clients
Average Client Portfolio
$936K average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.60%

Fees may be subject to negotiation based on account size, relationships, security holdings, and other factors. Our fees are generally subject to an annual minimum of $6,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$6,000

NSAM's fees are based on a percentage of assets under management, with an annual rate of 0.60% charged quarterly. Fees may be negotiable based on account size and other factors. There is an annual minimum fee of $6,000. Clients can choose to have fees deducted from their managed account or pay directly upon invoicing.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

134 E. Wisconsin Ave., One Neenah Center, Suite 300, Neenah, WI, 54956

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Regulatory 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.

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Employment History
Current Registrations
North Star Asset Management INC
June 1996 - Present · 29 yrs 7 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.