Plan Well. Invest Well. Live Well

 

Investment Advisors Serving Charlotte

What We Do:

manage your money, for the rest of your life

 

partner

Partner

Our advice is driven by your greatest goals. Together, we’ll build financial confidence.

plan

Plan

Your experience begins with a carefully crafted plan: simplifying complexities and setting realistic expectations.

enjoy

Enjoy

Working with us will free you to pursue your personal and professional passions.

 

 

Learn More

NorthStar is a fee-only

financial life planning &

asset management firm.

We provide families with

strong financial counsel.

 

Meet the Team

What makes

NorthStar different?

 

Find Out

Our Client Experience

fee-only, life-centric financial advice

 

discover

Discover

Let’s begin with an investment in you, taking the time to understand who you are and how we can help.

define

Define

Based on our objective understanding of your distinct life goals & challenges, we’ll craft your custom wealth plan and bring order to your assets.

refine

Refine

With your plan in place, our partnership expands into managing your means towards achieving your most important financial goals.

 

Comprehensive financial planning is provided for an upfront fee ranging from $1,900 to $3,800, depending on complexity, and an ongoing monthly fee of typically $190. Asset management is provided for a fee ranging from 0.5% to 1.5% of assets managed per year depending on portfolio size.

 

Learn More

Contact Us

NorthStar - Contact Us

 

Contact:

Phone: (704) 350-5028
Email: info@nstarcapital.com
Fax: (704) 626-3462

 

Communicate:

NorthStar Capital Advisors
7427 Matthews-Mint Hill Rd, Suite 105-144
Charlotte, NC 28227

 

Connect:

getting started is simple

704.350.5028 info@nstarcapital.com Schedule a Meeting Sign Up for Our Newsletter