NORTH STAR ADVISORY GROUP, LLC

RIASEC RegisteredEst. 2022

Total AUM

$289M

Discretionary

$254M

88% of AUM

Avg account

$594K

Accounts

487

Employees

Advisory reps

Firm details

Headquarters: BEACHWOOD, Ohio
CRD number: 171694
Registered since: January 25, 2022
Website: nsag.com
Custodians: CHARLES SCHWAB & CO., INC., MATRIX TRUST COMPANY.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59.37%
Individuals28.25%
Pension & Profit Sharing Plans12.07%
Corporations / Businesses0.19%
Charitable Organizations0.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

North Star Advisory Group, LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that provides fee-based financial planning and discretionary portfolio management alongside pension consulting and selection-of-adviser services. Its revenue model includes percentage-of-AUM fees as well as hourly and fixed-fee engagement options, and the firm also operates as an insurance broker. The adviser reports it is not an active ESG investor and is not organized as a multi-state advisory platform.