Northeastern Star Asset Management, Inc.

Wealth Management Firm in Lemoyne, PA

Firm Info
Address: 1017 Mumma Rd #104, Lemoyne, PA 17043, USA
Phone: (717) 732-2719

Firm Size
Assets Under Management: $207.1 million
# of Advisors: 3
# of Clients: 806
Client to Advisor Ratio: 269:1
Average Account Size: $256,996
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

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

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

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

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

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Northeastern Star Asset Management, Inc. Overview

Equita Financial Network, Inc. is a fee-only registered investment advisory firm that specializes solely in investment advice. Founded in 2021, the firm is relatively new to the investment advisory space. Despite its young age, Equita is headquartered in Fort Washington, PA, and has already garnered clients looking for investment advice in the region. The firm operates with a fee-only fee arrangement, meaning clients pay only for the advice received and not for any transactions or financial products bought or sold. Equita Financial Network, Inc.'s core offerings include financial planning and portfolio management services for individuals and small businesses. The firm's investment advisory services provide an ideal investment solution for those seeking reliable, unbiased advice on their investments. Equita Financial Network, Inc. is committed to delivering personalized investment advice and portfolio management to meet the financial goals of its clients. Equita Financial Network, Inc. also offers a unique service, the selection of other advisors. This service helps clients tap into the expertise of other investment professionals brought in by the firm who have expertise in other areas of finance. The firm's experience and expertise in investment advisory can help clients find the right financial advisors for their unique needs. The selection of other advisors service ensures that clients receive well-rounded investment advice by leveraging the expertise of well-established financial professionals.

NORTHEASTERN STAR ASSET MANAGEMENT, INC. serves a diverse client base consisting of individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and other types of corporations not specifically listed. Through its comprehensive suite of investment and asset management services, the firm caters to the needs of clients across a broad range of industries, sectors, and asset classes, providing them with tailored solutions that meet their unique goals and objectives. Whether clients seek to build wealth by investing in equities, bonds, or alternative investments, or wish to safeguard their assets by mitigating risk, NORTHEASTERN STAR ASSET MANAGEMENT, INC. has the expertise and resources to meet their needs. To further customize its services, NORTHEASTERN STAR ASSET MANAGEMENT, INC. offers a variety of fee structures depending on the service provided. Clients can choose between a percentage of assets under management (AUM), hourly fees, or fixed fees, depending on their preferences and requirements. The AUM fee structure is based on the total value of the client's assets under management and is a percentage of that value. Hourly fees are charged for consulting services and are based on the number of hours worked. Fixed fees are a one-time payment for a specific service and do not change regardless of the number of hours spent. With this flexibility, NORTHEASTERN STAR ASSET MANAGEMENT, INC. strives to provide transparent and competitive pricing options that align with clients' best interests.

Typical Clients, Fee Structures & Investment Minimum

Northeastern Star Asset Management, Inc. does not have a minimum investment amount for establishing an account. However, a minimum annual fee of $100 may be imposed, and the minimum fee for financial planning services provided on an hourly or fixed fee basis is $250.

How This Office Can Help Lemoyne, PA Residents

Northeastern Star Asset Management, Inc. provides a wide range of financial services to clients in Lemoyne, PA. The skilled professionals at Northeastern Star work closely with each client to assess their unique financial situation and develop a personalized strategy to reach their goals. Some of the specific financial situations that people in Lemoyne may face include planning for retirement, managing investments and assets, saving for college or a new home, and navigating complex tax laws. For those planning for retirement, Northeastern Star can help design a comprehensive retirement plan to ensure financial security later in life. They may also assist clients in managing their investments and assets, helping them choose the right opportunities for their financial goals and risk tolerance. Additionally, Northeastern Star can provide advice on navigating tax laws and minimizing tax liabilities, which can be especially helpful for those with complex financial portfolios. Overall, Northeastern Star Asset Management, Inc. provides expert guidance and support to help clients in Lemoyne, PA achieve financial success.

To view the Minimum Investment and Fee Schedule for Northeastern Star Asset Management, Inc., visit their Part 2 Brochure.

Services Offered by Northeastern Star Asset 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 Northeastern Star Asset 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
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
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 1017 Mumma Rd #104, Lemoyne, PA 17043, USA
Phone (717) 732-2719
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 1017 MUMMA ROAD, SUITE 204, WORMLEYSBURG, PA 17043, United States

This firm has no other locations.

State Registrations

Northeastern Star Asset Management, Inc. is registered to service clients in the following states:

  • Delaware
  • Florida
  • Maryland
  • North Carolina
  • Pennsylvania
  • Virginia

Disciplinary History

Northeastern Star Asset Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.