Suzette Porter is a registered investment advisor at Capstar Financial Services LLC, based in Austin, TX, with 16 years of industry experience. Suzette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 317 clients with $170M 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 $250K | 2.00% |
| $250K+ | 1.75% |
Fees are negotiable. If a client has multiple accounts, Capstar Financial will aggregate the account balances to lower the fees.
Fee Estimator
Location
6500 River Place Blvd Ste 200, Building 1, Austin, TX, 78738
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Suzette is a volunteer finance committee member of the Live Austin Church. This activity is not investment-related.
Employment History
Current Registrations
Capstar Financial Services LLC
Previous Registrations
Global Financial Private Capital, INC.
Psp Financial Services LLC
Reap Financial Group, LLC
State Registrations2 states
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.