Indian origin Financial Advisor located in NJ, CT, MA - NorthStar Portfolio Investments

We adore you the way you are, no judgements ever. No filters or minimum balances here. We stand with you for your financial independence.

Yes, we have client members spread across the US and we work with them seamlessly using the best tech available. We like to say , ‘always a phone call, email or text away' They come in handy for those who do not live in our region but love what we offer.

We have one simple fee structure based on a percentage of assets managed. It is billed quarterly or monthly, in arrears. Wealth management, and custody are included - you do pay trade commissions etc. We routinely help clients with financial planning and 401

OneNorthStar is a fee only advisor, we serve and exist for the benefit of our clients We do not receive commissions or sell products; our costs are transparent, with no hidden charges or agendas. We seek to give you recommendations best for you, because we work for you, not mutual funds or broker dealers.