Northstar Investment Advisory LLC
Assets Under Management
N/A
Number of Clients
17,809
Number of Advisors
9
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Northstar Investment Advisory LLC provides financial planning and investment allocation services to employees of employer clients and individuals. Services are offered on both a retail and employer basis, including online tools, digital content, and access to financial planners. The firm's investment advice is limited to portfolio fund optimization and asset allocation, not individual security selection.
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
Location
8605 Santa Monica Blvd, Pmb 65044, West Hollywood, CA, 90069