NORTHSTAR INVESTMENT PARTNERS

Overview

Northstar Investment Partners is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and combines fee models that include a percentage of assets under management and fixed fees. In addition to advisory work, Northstar operates as an insurance broker and offers a range of client-facing services: financial planning, portfolio management for individuals and small businesses, publication of periodicals or newsletters, and educational seminars and workshops. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives