Michael Starr is a registered investment advisor at Stellar Financial Planning, based in Fremont, CA. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stellar Financial Planning charges a fee based on the amount of your portfolio. The fee is no more than 2% in the first year for setting up your investment strategy. After the first year, the fee is reduced to a maximum of 1% or less, depending on the size of your portfolio and how long you've been a client.
Location
Fremont, CA
Get directionsHistory
Regulatory History (1)
Regulatory
December 2018Other Business Activities
Michael is involved in theatrical entertainment, dedicating about 10-20% of his time, typically during nights and weekends. He has been involved in this activity since 1977.
Employment History
Current Registrations
Stellar Financial Planning
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.