Tamara Morgosh is a registered investment advisor at 10 Star Asset Management, based in Carlsbad, CA, with 14 years of industry experience. Tamara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 50 clients with $33M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.30% |
| $10.0M - $25.0M | 1.20% |
| $25.0M - $100.0M | 1.10% |
| $100M+ | 1.00% |
Fee Estimator
Location
5760 Fleet Street, Suite 120, Carlsbad, CA, 92008-4611
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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
Tamara works as a full-time accounts payable clerk for Halo Motor Company, Lexus Escondido, handling car sales. This non-investment related activity takes nearly all of Tamara's time.
Employment History
Current Registrations
10 Star Asset Management
State Registrations1 state
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