Advisor at Northstar Capital Inc
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Firm
Northstar Capital Inc
Location
Derry, NH 03038
Credentials
CFA®, Series 65
Industry experience
30 years
William Rich is a CFA® charterholder and holds a Series 65 license with 30 years of industry experience. He has been with Northstar Capital Advisors, Inc. since 1995. NorthStar Capital serves wealthy individuals, their families, and selected institutional accounts, focusing on discretionary management of separate long-only portfolios tailored to clients’ objectives. The firm emphasizes fundamental research with a long-term growth equity strategy and incorporates index funds, ETFs, and bond funds where appropriate.
$0 - $500,000: 1.5% annually $500,000 - $1,000,000: 1.25% annually $1,000,000+: 1.0% annually
16 Route 111, Suite 5
Derry, NH 03038
Massachusetts · New Hampshire
Northstar Capital Advisors, Inc.
1995 - Present (31 years)
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