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- Custodian
- American Funds · Charles Schwab & Company · Invesco · Pershing · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-27-2020
- Office Locations
- 1
Office Locations
About Northstar Wealth Management, Inc.
NorthStar Wealth Management is an independent, fee-only fiduciary RIA providing retirement income planning and ongoing portfolio management for business owners, executives, and multi-generational families. Portfolios use stocks, bonds, and ETFs with an emphasis on cost and tax efficiency, paired with plain-spoken guidance and planning technology. For distribution teams: transparent, low-fee approach with custody options including Schwab and Pershing.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES MATTHEW BROOM SR
Chief Compliance Officer, President
- CRD
- #2951595
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Nathaniel Timothy Nyquist
Investment Advisor Representative
- CRD
- #7365712
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,833,965 | -- |
| Non-Discretionary | $618,817 | -- |
| Total | $85,452,782 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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