Northbrook, IL Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
North Star Wealth Management
Independent
Firm-wide stats for North Star Wealth Management
Total advisors
1Clients per advisor
75 Very HighAvg AUM per client
$2,095,722 Very HighHNW client ratio
53% HighAbout
North Star Wealth Management provides discretionary portfolio management and financial planning services to individuals (including high-net-worth clients) and to corporate or business entities. The firm prepares an Investment Policy Statement for each client, tailors allocations to goals and risk tolerance, and charges asset-based fees for ongoing management.
The firm combines fundamental and quantitative analysis and primarily recommends ETFs and fixed income instruments while implementing model allocations tailored to clients. Its trading toolkit includes long- and short-term strategies and explicit use of options trading (covered, uncovered, and spread strategies); the adviser seeks discretionary authority to execute transactions in line with each client’s IPS.
What is distinctive about the firm is its use of derivatives and option strategies within separately managed accounts, a practice that is uncommon among independent advisers and carries additional risk considerations. The firm also advises corporate/business clients in addition to individuals and manages roughly $169 million in discretionary assets across about 75 client relationships, with financial planning provided to portfolio clients at no additional cost.
Based on North Star Wealth Management
Expertise
Based on North Star Wealth Management
Location
Regus Offices 5 Revere Dr., Suite 200
Northbrook IL 60062
Advisors at this office
1
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