Become A Client
Northstar Financial Planners provides a wide variety of investment advisory services to clients on a fee-only basis. Northstar generally requires a minimum of $500,000 to open and maintain an advisory account. The firm may allow clients to household accounts to meet the stated account minimum.
Northstar does not retain custody of any client funds or securities – the services of a qualified independent custodian will be used for these asset management services. Clients are advised to transfer all assets directly to the qualified custodian (our Client Concierge can assist in that process) or to make transfer checks made payable to the custodian.
Northstar selects qualified custodians based on a number of criteria, including trading costs, quality of service and ability to deliver best execution of trades. Custodians currently used by Northstar are described here.