Facts and Insights
Founded in 2008, NORTHSTAR FIDUCIARY PARTNERS, LLC is a premier financial advisory firm that assists clients in achieving their long-term financial goals. With a team of experienced professionals, the firm provides comprehensive financial planning and wealth management services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Specialized in creating personalized financial plans that address each client’s unique needs and goals.
- Uses a fiduciary model to act in the best interest of the client at all times.
- Offers a range of financial services that cover all aspects of financial planning, from investments to retirement planning.
- Serves a diverse client base, including high-net-worth individuals, families, entrepreneurs, and professional athletes.
- Transparent and competitive fee structure, with fees based on a percentage of assets under management.
- Proud member of the National Association of Personal Finance Advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 13 years |
Financial Services Offered:
- Comprehensive financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
Client Types:
- High-net-worth individuals
- Families
- Entrepreneurs
- Professional athletes
Fees & Compensation:
NORTHSTAR FIDUCIARY PARTNERS, LLC operates on a competitive and transparent fee structure, with fees based on a percentage of assets under management. This ensures that the firm’s interests are aligned with those of the clients, as their fees increase with the growth of the client’s portfolio. The firm follows a fee-only model, meaning they do not receive any commissions or referral fees for recommending certain products or services.
Background:
NORTHSTAR FIDUCIARY PARTNERS, LLC was founded in 2008 by a team of experienced financial advisors who shared a common vision of providing personalized and comprehensive financial planning services to clients. With a focus on the fiduciary standard, the firm is committed to always acting in the best interest of their clients, offering unbiased and objective advice.
Financial Advisor Disclosures to Know:
NORTHSTAR FIDUCIARY PARTNERS, LLC takes great pride in maintaining the highest ethical and professional standards. As a registered investment advisor, the firm is required to disclose certain information to clients and potential clients. This includes any conflicts of interest, disciplinary history, and any affiliations with other financial institutions.