Stanley Starr
Stanley Starr is a registered investment advisor at Consolidated Portfolio Review CORP, based in Lancaster, MA, with 41 years of industry experience. Stanley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,228 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Shows the tiered billing schedule maximum annual advisory fees. The firm also offers threshold billing, flat percentages, and flat annual fees. Fees are negotiable.
Fee Estimator
Location
Lancaster, MA
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 1995Employment Separation After Allegations
January 1995Other Business Activities
Stanley is the owner and investment advisor representative for Starr Investment Services Inc. He spends minimal time on this outside business activity.
Employment History
Current Registrations
Consolidated Portfolio Review CORP
Vanderbilt Securities, LLCBroker
Previous Registrations
Stonex Securities INC.Broker
Trust Advisory Group LTD
Ages Financial Services, LTD.Broker
Linsco/private Ledger CORP.Broker
Linsco Financial Group, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.