Northstar Asset Management LLC

NorthStar Asset Management, LLC is an SEC registered Investment Adviser established in June 2000. The firm manages approximately $467 million, specializing in individual portfolio management for various clients, including individuals, businesses, charitable organizations, and pension/profit-sharing plans. They offer both discretionary and non-discretionary services, focusing on a growth bias investment philosophy tailored to client objectives and risk tolerances. NorthStar acts as a fiduciary for ERISA plans, providing investment advice, preparing investment policy statements, and more. Fees are tiered from 0.70% to 1.00% annually, debited quarterly based on assets under management. The firm does not have a minimum household size or fee requirement. Investment strategies include fundamental analysis, asset allocation, and a growth-oriented approach. NorthStar does not receive performance-based fees and has no disciplinary history. They recommend Charles Schwab as a custodian for trade aggregation benefits. Clients can engage the firm on discretionary or non-discretionary bases, with the firm having investment discretion for client accounts. NorthStar does not receive compensation for client referrals and client assets are held at independent custodians. Clients receive statements directly from custodians, and the firm may deduct fees from client accounts. NorthStar's Proxy Voting Policies ensure appropriate voting authority for client securities.