Firm Information

Compensation
Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
17,809 clients
Average Client Portfolio
Not specified

Fee Structure

Northstar charges a monthly subscription fee for its retail services, disclosed during enrollment. The fee is charged monthly to the client's designated payment method. For employer-sponsored services, Northstar receives a subscription-based monthly fee per eligible employee, with volume discounts for employers with more employees. Fees are negotiated with the employer and defined in an annual contract.

Areas of Practice
Financial Planning & CoachingRetirement Planning
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Advisor Information

Office location

8605 Santa Monica Blvd, Pmb 65044, West Hollywood, CA, 90069

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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
Northstar Investment Advisory LLC
January 2024 - Present · 2 yrs
Previous Registrations
Northstar Investment Advisory LLC
May 2022 - June 2023 · 1 yr 1 mo
Amicus Financial Advisors, LLC
August 2021 - January 2022 · 5 mos
Kuykendall & Schneider, INC.Broker
April 2018 - January 2019 · 9 mos
Transamerica Investors Securities CorporationBroker
July 2002 - April 2018 · 15 yrs 9 mos
Ing Financial Advisers, LLCBroker
October 2000 - June 2002 · 1 yr 8 mos
Aetna Financial Services, INC.Broker
August 1999 - September 2000 · 1 yr 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.