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Surprise, surprise…Fund Industry Does Not Welcome Fee Limits

  • November 19, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : Fees, Mutual Funds

Here’s a shocker: mutual-fund industry does not like the idea of curtailing high and often-hidden sales fees (“loads”) and other arcane fee grabs (“12b-1”).

FUND TRACK: Fund Industry Objects to Limits on Certain Fees - WSJ.com 

Fund Industry Objects to Limits on Certain Feeshttp://online.wsj.comThe mutual-fund industry has come out firmly against securities regulators’ efforts to change and cap certain fees now charged to some fund investors.

NorthStar Capital Advisors

  • November 9, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : Fiduciary, NorthStar

As a Registered Investment Advisor, we offer a higher standard of service to our clients, lower fees and better performance compared to a broker or a bank.


Clients Come First

  • November 9, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : Fees, Fiduciary, NorthStar

We always puts our clients’ interest ahead of our own. Our management fee is smaller than brokers’ fees plus their hidden sales fees. Our analysis usually shows our recommendations perform better than the brokers’ fee laiden products.


Brokers Ponder Serving Their Clients’ Interests First

  • November 9, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : Fiduciary

If brokers had to put their clients’ interest ahead of their own, those clients would pay more for financial advice and their investments, according to a study commissioned by the Securities Industry and Financial Markets Association (SIFMA), a group representing megabrokers and banks that are trying to influence a forthcoming rulemaking from the Securities and Exchange Commission.

Knut Rostad, chairman of a financial advisors advocacy group, the Committee for the Fiduciary Standard, called the SIFMA report “a fantastic mythology.” “It’s so incoherent as to defy objective evaluation,” Barbara Roper of the Consumer Federation of America wrote to the SEC.


NorthStar Ranks in Top 10

  • November 1, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : NorthStar, Performance

Today’s Wall Street Journal shows the tenth best multicap core fund has a one-year total return of 27.2% as of October 29, 2010. Our clients’ NorthStar Equity portfolio levels up at a very respectable 27.1% net of fees placing us in the top 98% percentile. [Past performance is not an indication of future results. Please see performance disclosures at http://www.nstarcapital.com/performance].


Herd Mentality?

  • November 1, 2010/
  • Posted By : admin/
  • 0 comments /
  • Under : Seeking Prudent Advice

Is your financial adviser exercising independent judgment and providing you the information and fortitude to fight the herd mentality? Read on and find out…

The Intelligent Investor: Why Your Adviser Is Scared to Set You Straight - WSJ.com

The Intelligent Investor: Why Your Adviser Is Scared to Set You Straighthttp://online.wsj.comNew data suggest that financial advisers may be unbalancing instead of rebalancing their clients’ accounts.

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  • SVB and bank collapses March 14,2023
  • 529 Rollovers (coming soon) February 6,2023
  • SECURE Act 2.0 (2023 changes inside) January 5,2023
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We are a fee-only, independent fiduciary advisor. Our allegiance rests solely with our clients and their best interests. We are headquartered in Charlotte, North Carolina and serve client families across the nation.



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CONTACT
  • (704) 350-5028
  • info@nstarcapital.com
  • 521 East Blvd, Charlotte, NC 28203
    (by appointment only)
  • fax: (704) 626-3462
FROM OUR BLOG
  • SVB and bank collapses March 14,2023
  • 529 Rollovers (coming soon) February 6,2023
  • SECURE Act 2.0 (2023 changes inside) January 5,2023
Nothing on this website constitutes either the provision of investment advice or solicitation to provide investment advice. Investment advice can only be provided through a formal investment advisory relationship. Copyright © 2023 NorthStar Capital Advisors - Charlotte, NC. All Rights Reserved.