Northstar Advisory Group, LLC

NorthStar Advisory Group, LLC is a registered investment advisor established in October 2019 and is a subsidiary of MorganBlake, LLC. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans, acting as a fiduciary. Their services include wealth management solutions, investment management, financial planning, and retirement plan advisory services. The firm primarily focuses on long-term investment strategies, utilizing fundamental, technical, cyclical, and charting analysis. Clients can place restrictions on their investments, and the firm may recommend redistributing investment allocations or specific positions adjustments. NorthStar Advisory Group manages $334,414,208 in Client assets as of December 31, 2024, on a discretionary basis. The firm's fee structure for wealth management services is based on a tiered schedule ranging from 1.30% to negotiable rates based on assets under management. The firm does not charge performance-based fees and does not manage proprietary investment funds. NorthStar Advisory Group does not accept or maintain custody of Client funds except for fee deduction purposes. The firm has a privacy policy in place to protect and safeguard clients' personal information. For any questions or concerns, clients can contact the firm directly.