Advisor at Northstar Financial Companies, Inc.
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Firm
Northstar Financial Companies, Inc.
Location
Conshohocken, PA 19428
Credentials
Series 63, Series 65
Industry experience
33 years
Steven Girard is a financial advisor with Northstar Financial Companies, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Longview Wealth Management and Cambridge Investment Research, Inc., and serves as president and sole owner of Northstar Financial Companies. Outside of advising, he is the CFO of his spouse’s interior design business. Northstar Financial Companies serves individual and high-net-worth clients, trusts, and closely held businesses with comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment approach using mutual funds, equities, fixed income, and options, and offers wrap-fee and separately managed account programs.
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%
1201 E. Hector St
Conshohocken, PA 19428
Pennsylvania · Texas
Longview Wealth Management
2018 - 2018 (1 year)
Cambridge Investment Research, Inc
2008 - 2020 (12 years)
NorthStar Financial Group
2002 - Present (24 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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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