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North Star Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$157,179,159
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
75
53% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
75
Very HighAverage account size
$2,095,722
About
North Star Wealth Management provides discretionary portfolio management and financial planning services to individuals (including high-net-worth clients) and to corporate or business entities. The firm prepares an Investment Policy Statement for each client, tailors allocations to goals and risk tolerance, and charges asset-based fees for ongoing management.
The firm combines fundamental and quantitative analysis and primarily recommends ETFs and fixed income instruments while implementing model allocations tailored to clients. Its trading toolkit includes long- and short-term strategies and explicit use of options trading (covered, uncovered, and spread strategies); the adviser seeks discretionary authority to execute transactions in line with each client’s IPS.
What is distinctive about the firm is its use of derivatives and option strategies within separately managed accounts, a practice that is uncommon among independent advisers and carries additional risk considerations. The firm also advises corporate/business clients in addition to individuals and manages roughly $169 million in discretionary assets across about 75 client relationships, with financial planning provided to portfolio clients at no additional cost.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Passive / index investing
Life insurance needs analysis
Fee options
$1 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $6,000,000: 0.75% $6,000,001 - $8,000,000: 0.70% $8,000,001+: 0.65%
Main office location
North Star Wealth Management
Deerfield IL, United States
Number of offices
2
Most active in
North Star Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida · Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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