Northstar Financial Management, INC.
Assets Under Management
$119.4M
Number of Clients
265
Number of Advisors
3
Average Client AUM
$450K
AUM per Advisor
$39.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Northstar Financial Management, Inc. offers investment supervisory services, financial planning, college planning, retirement planning, tax planning, philanthropic management, and estate planning. They invest primarily in mutual funds and ETFs, considering client needs and selected management styles. Clients retain control over distributions and engage other professionals as needed.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $65K | 1.50% |
| $65K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.25% |
| $5M+ | 0.25% |
Non-profit organizations may be given a discount. We may also provide portfolio construction services to clients on a non -discretionary basis. In these instances, we will charge a one -time quarterly fee of .38% of the client’s assets under management.
Fee Estimator
Northstar Financial Management charges fees based on a percentage of assets under management, hourly rates ($250/hour), or fixed fees. The annual advisory service agreement fee for Simple IRA’s and ERISA accounts is 0.50% on all assets. For discretionary asset management accounts, fees are tiered (see table). Financial plans are priced based on complexity. Ongoing financial planning/consulting ranges from $2,400-$3,000 billed quarterly in arrears. All fees are negotiable. There is no account minimum.
Areas of Practice
Location
110 South Main Street, Moscow, ID, 83843-2806