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 $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
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
Advisor Information
Office location
1250 S. Pine Island Road, Suite 275, Plantation, FL, 33324
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Charles Cleveland ThomasRegulatory 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 →Employment History
Current Registrations
Northstar Financial Planners, INC.
State Registrations1 state
Exams
Additional Information
Like many residents of South Florida, I relocated from Arkansas to enjoy the warm winters and the beauty of the state. I am a proud graduate of Southern Arkansas University, where I earned my Bachelor's degree in Finance and subsequently pursued my Master's in Business Administration, all while actively competing in college basketball. Following my graduation, I moved to South Florida to further my professional career and obtained my CERTIFIED FINANCIAL PROFESSIONAL™ certification.