Frequently Asked Questions
Each client has access to their account online and may check it 24/7. Any request can be made directly to First Clearing or NorthStar Investment Partners, LLC.
The two principals, Terry Prillaman and Dave Duley each have 30 years experience managing client accounts. See the About Us section.
NorthStar charges a management fee based on assets that ranges from .5% to 2% depending on account size. See ADV, Part II for details. There is a discounted transaction charge levied by First Clearing to cover trades.
There are no capital gain/loss reporting requirements for retirement accounts so short term/long term taxes are not relevant.
A confirmation is sent to the address of record on any transaction and monthly statements are sent to the client.
First Clearing Corporation, a subsidiary of Wells Fargo.