Northstar Financial Management

Retirement Planning Firm in Moscow, ID

Firm Info
Address: 110 S Main St, Moscow, ID 83843, USA
Phone: (208) 810-4938

Firm Size
Assets Under Management: $110 million
# of Advisors: 4
# of Clients: 521
Client to Advisor Ratio: 130:1
Average Account Size: $211,201
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Subscription (Newsletter or Periodical)
  • Fixed Fees (Other than subscription)

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Northstar Financial Management, Inc. Overview

Northstar Financial Management, Inc. is an investment advisory firm based in Moscow, ID. Since its establishment in 2021, the firm has remained committed to providing investment advice-only services to its clients. As a fee-only firm, Northstar Financial Management solely charges a fee for its services and does not earn commissions from product sales. The firm's offerings include financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. Northstar Financial is dedicated to providing educational seminars and workshops to help their clients make informed investment decisions and achieve their financial goals. In today's rapidly changing financial landscape, Northstar Financial Management helps its clients navigate the complexities of investing. Their team of experienced professionals is committed to providing customized solutions that meet the unique needs of each client. By partnering with Northstar Financial, clients receive objective advice in a transparent fee structure, helping them make informed decisions about their financial future.

NORTHSTAR FINANCIAL MANAGEMENT, INC. caters to a diverse range of clients, including individuals and high net worth individuals seeking sound financial advice and management. The firm's experienced financial advisors take a personalized approach to address the particular needs and goals of each client. For individuals seeking comprehensive financial planning, NORTHSTAR FINANCIAL MANAGEMENT, INC. offers portfolio management, retirement planning, estate planning, investment management, and more. As for high net worth individuals who require sophisticated and strategic investment solutions, the firm provides tailored investment management services that include asset allocation, risk management, and tax-efficient investment strategies. NORTHSTAR FINANCIAL MANAGEMENT, INC. offers various fee structures to meet its clients' diverse needs and preferences. Depending on the services provided, clients may opt for a percentage of assets under management (AUM), hourly fees, subscription fees to the firm's newsletter or periodical, or fixed fees. For instance, clients who prefer to have their assets managed by the firm may choose the AUM-based fee structure, which charges a percentage of the client's total investments. On the other hand, clients who only require financial planning advice may prefer to pay hourly fees for consultation services. Additionally, clients who want to stay up-to-date on financial news and insights may subscribe to the firm's regular publications, which feature articles written by the firm's seasoned advisors. Overall, NORTHSTAR FINANCIAL MANAGEMENT, INC. strives to provide the flexibility and transparency necessary to ensure its clients receive tailored financial services at a fair cost.

Typical Clients, Fee Structures & Investment Minimum

According to the note in Northstar Financial Management, Inc.'s Part 2 Brochure, the firm has an investment minimum of $100,000. The note states that "our minimum for new accounts is generally $100,000," indicating that prospective clients must meet this minimum investment amount in order to open an account with the firm. It also mentions that "under certain circumstances," the firm may waive this minimum amount, but this will be decided on a case-by-case basis. Thus, it is clear from the note that Northstar Financial Management, Inc. has an investment minimum of $100,000.

How This Office Can Help Moscow, ID Residents

Northstar Financial Management is a firm located in Moscow, ID, that works with clients to provide personalized financial planning and investment management services. They understand that financial situations can vary greatly, and they work with each client to create a tailored plan that addresses their specific needs. Living in Moscow, ID, clients may be facing various financial situations. For instance, many people in the area work in either the education or agricultural industries, which can come with unique financial challenges. Additionally, given the cost of living in the area, clients may be looking for guidance on how to budget and save effectively. Northstar Financial Management can help clients in Moscow, ID, by providing expert advice and guidance on retirement planning, budgeting, tax planning, and investment management. They can also assist with estate planning and risk management, helping clients ensure they are prepared for any unexpected circumstances.


Services Offered by Northstar Financial Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Northstar Financial Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Unavailable
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 110 S Main St, Moscow, ID 83843, USA
Phone (208) 810-4938
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 110 SOUTH MAIN STREET, MOSCOW, ID 83843-2806, United States

This firm has no other locations.

State Registrations

Northstar Financial Management, Inc. is registered to service clients in the following states:

  • California
  • Idaho
  • Louisiana
  • Oregon
  • Texas
  • Washington

Disciplinary History

Northstar Financial Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.