North Star Asset Management INC
Assets Under Management
$3.1B
Number of Clients
3,290
Number of Advisors
13
Average Client AUM
$936K
AUM per Advisor
$236.9M
Compensation
Fee-Only (AUM)
About This Firm
North Star Asset Management, Inc. (NSAM) provides ongoing investment advice on a discretionary/non-discretionary basis to individual and institutional clients. They offer advice on various investments, including stocks, bonds, mutual funds, and ETFs. NSAM utilizes a team approach with fundamental analysis.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual 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
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
Location
134 E. Wisconsin Ave., One Neenah Center, Suite 300, Neenah, WI, 54956