NorthStar Wealth Management
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $500,000
Minimum client income required: No minimum required
Offering advice since: 2011
Areas of focus:
- Business planning
- Educational Planning
- Estate Planning/Wills
- Life Planning
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Robert Harper:
1994-2008 I was a partner at Accessor Capital Management, the adviser to the Accessor Funds. Our focus was providing the building blocks for Asset Allocation to bank trust departments. We had 15 funds and $3.3 billion in assets. We won the Lipper Award for the best mutual fund company in the USA in 2007 (small company category).
In 2008 we sold to Forward Management owned by Gordon Getty. I worked with Forward to transition the clients and since I was not ready to retire I started NorthStar Wealth Management to use my intimate knowledge of Wall Street to help individuals build and enjoy their wealth.
Compensation and Fee Structures:
* 1% on first million
* .75% on the rest
Licenses, Certifications & Affiliations:
Series 65 and 63 securities licenses
BS Chemistry, University of Puget Sound
Will provide references upon request?
Further information about NorthStar Wealth Management:
(Size of firm: 0-9 advisors)
NorthStar Wealth Management LLC is a Registered Investment Advisor registered in Washington and California. We are a fee only firm with a strong focus on planning.
We use low cost no load mutual funds and ETF's. NorthStar provides access to a CFP and CFA as part of the planning and investment process. The website is www.northstarwealthmgt.com.
Part of the investment and planning team is Kaufman Kampe Advisors co-located with NorthStar Wealth Management.
Contact Information for Robert Harper
Phone: (206) 230-6604
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Address for Robert Harper:
7525 SE 24th Street
Mercer Island, WA, 98040
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