About Northstar Capital Inc.
Northstar Capital Inc. is an independent financial advisory firm that has been providing strategic financial planning and investment management services to individuals, families, and businesses since its establishment in 1998. The firm is known for its expertise in wealth management, retirement planning, and estate planning, helping clients achieve their long-term financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Expertise in wealth management, retirement planning, and estate planning
- Customized financial solutions tailored to clients’ unique goals and needs
- Long-term partnership with clients to ensure their financial success
Facts and Insights
As of January 2021, Northstar Capital Inc. has:
- Over $500 million in assets under management
- A team of 10 highly experienced and qualified financial advisors
- Been in business for 23 years and counting
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | 23 years and counting |
Financial Services Offered
Northstar Capital Inc. offers a comprehensive range of financial services, including but not limited to:
- Wealth Management
- Retirement Planning
- Estate Planning
- Investment Management
- Tax Planning
- Insurance Services
Client Types
Northstar Capital Inc. works with a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Non-profit organizations
Fees & Compensation
Northstar Capital Inc. operates on a fee-based compensation structure, which means that clients pay a fee based on the value of the assets being managed. This ensures that the firm’s interests are aligned with those of the clients and eliminates any conflicts of interest.
Background
Northstar Capital Inc. was founded in 1998 by John Smith, a renowned financial expert with over 30 years of experience in the industry. The firm has since grown to become one of the most reputable and respected financial advisory firms, thanks to its commitment to providing personalized and high-quality services to its clients.
Financial Advisor Disclosures to Know
As a fiduciary, Northstar Capital Inc. is legally obligated to prioritize its clients’ best interests in all financial recommendations and transactions. The firm also has a strict code of ethics and fully discloses all potential conflicts of interest to its clients.