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FAQ

  • What fees do I pay now and how much do I pay on an ongoing basis?

    This depends on the products or services you choose. If you enter into a financial planning agreement, you will pay a flat fee every year (which you could choose to pay monthly if that works better for your budget). If we manage your assets, you would pay a percentage of those assets under management. For insurance products, we are paid a commission by the insurance company so your fee would be factored into what you pay for the insurance.

  • How long has your company been in business and how big is it?

    Our team has been in practice and affiliated with North Star Resource Group has more than 150 Financial Advisors in 23 states, as of December 31, 2018.

    Confidere Financial is a close-knit practice led by Ann & Emily. North Star Resource Group has more than 150 Financial Advisors in 23* states.

  • How often will you review my portfolio?

    We meet with clients at a minimum of 1-2 times per year. Some clients may prefer to meet more often given the complexity of their plan and investments. The choice is yours.