Northstar Financial Management, Inc. is a trusted investment advisory firm based out of Moscow, ID, catering to a diverse client base. With over 200 individual clients and assets under management totaling more than $91,184,000, Northstar Financial Management, Inc. boasts a solid track record of success in the industry. The company operates from two offices, strategically positioned to serve their clients effectively.
Northstar Financial Management, Inc. specializes in managing assets from employer 401Ks and individuals, making up approximately half of their impressive asset portfolio. Their extensive experience in this area ensures that clients receive expert guidance tailored to their unique financial goals. Remarkably, 99% of the assets managed by the firm are discretionary, allowing for flexibility and agility in implementing investment strategies.
The compensation structure at Northstar Financial Management, Inc. encompasses various types, including a percentage of assets under management, hourly charges, subscription fees, and fixed fees. This ensures that clients can select a payment model that aligns with their preferences and needs.
The firm's team comprises four dedicated employees, each providing exceptional investment advisory services. With an average of approximately $22,800,000 in assets under management per investment advisor, Northstar Financial Management, Inc. demonstrates their commitment to personalized attention and effective wealth management strategies.
Notably, several of the firm's advisors have long-standing tenures, including Charlotte Jones, Mark Mooring, and Kaitlin Jones. Their expertise and experience contribute to the firm's success and instill confidence in clients seeking reliable financial guidance.
In summary, Northstar Financial Management, Inc. stands as a reputable investment advisory firm in Moscow, ID, offering comprehensive wealth management solutions and exceptional client service.