Advisor at Northstar Financial Companies, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Northstar Financial Companies, Inc.
Location
Golden, CO 80403
Credentials
Series 66
Industry experience
19 years
Alexander Bastron is a financial advisor with Northstar Financial Companies, Inc. in Golden, CO, holding a Series 66 designation and 19 years of industry experience. He has worked at Northstar since 2020, and previously was with LongView Wealth Management and Cambridge Investment Research. Outside of advising, he spends a small portion of his time as an insurance consultant for various companies. Northstar Financial Companies serves individual and high-net-worth clients, trusts, and closely held businesses, offering comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment philosophy and manages portfolios using mutual funds, equities, fixed income, and option strategies tailored to client objectives and risk tolerances.
Based on Northstar Financial Companies, Inc.
Based on Northstar Financial Companies, Inc.
$0 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 0.75% $1,500,001 - and higher: 0.50%
Certain Advisors licensed as independent insurance agents receive commissions for insurance products
Previously charged for Financial Planning but changed to percentage of assets; no current hourly rate specified
Account minimum: $10,000 (general minimum), $25,000 (Crabtree Asset Management portfolios and trusts/other entities) Fee-only: Investment Management fees based on asset tiers; Financial Planning fees on a percentage of assets under advisement ranging from 0.25% to 1%
13301 West 43rd Street, Unit 6 A
Golden, CO 80403
Colorado
Northstar Financial Companies, Inc.
2020 - Present (6 years)
LongView Wealth Management
2016 - 2020 (4 years)
Cambridge Investment Research, Inc.
2009 - 2020 (11 years)
Cambridge Investment Research Advisors
2009 - 2020 (11 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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