Northstar Financial Planners, INC.
Assets Under Management
$273.1M
Number of Clients
321
Number of Advisors
5
Average Client AUM
$851K
AUM per Advisor
$54.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Northstar Financial Planners, Inc. offers discretionary portfolio management and financial planning services tailored to individual client needs. They gather suitability information to develop investment strategies and customize portfolios, monitoring performance and rebalancing as needed. Financial planning services involve analyzing clients' financial resources and objectives to create written plans.
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
Location
1250 S. Pine Island Road, Suite 275, Plantation, FL, 33324