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NorthStar Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$31,718,787
Total clients
35
17% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$906,251
About
NorthStar Wealth Management provides discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients. The firm offers both one-time project plans and ongoing planning, plus an invitation-only, comprehensive planning service that coordinates implementation across multiple financial disciplines.
Portfolios are managed on a discretionary basis with a long-term orientation and use a mix of fundamental and technical analysis alongside modern portfolio theory to construct and monitor allocations into stocks, mutual funds, and ETFs. The firm may engage third-party managers for portions of client assets and conducts periodic reviews tied to client goals and service level.
Distinctive features include an invitation-only Comprehensive Financial Leadership offering that assembles and coordinates a deliverables team of tax, estate, insurance, and money-management specialists who report to the firm for client implementation. The firm also recommends a specific qualified custodian and does not permit clients to direct brokerage to other broker-dealers, and it maintains formal personal trading controls and pre-approval procedures for supervised persons.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
General tax planning
Wealth management
Occupation focus
Retired
Founder/Business Owner
Executive
Demographic focus
Approaching retirement
Established Professionals
Fee options
Financial Planning $15,000 fixed fee; Comprehensive Financial Leadership $42,000 fixed fee
1.00% annually, paid quarterly in advance
Account minimum: No minimum for asset management services; $2,000,000 net worth or $250,000 annual income minimum for Comprehensive Financial Leadership service Fee-only: Financial Planning fixed fee of $15,000; Comprehensive Financial Leadership fixed fee of $42,000
Main office location
NorthStar Wealth Management LLC
Chesterfield VA, United States
Number of offices
1
Most active in
NorthStar Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Idaho · Virginia
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.
Forms ADV
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