Renee Simpson is a registered investment advisor at Everstar Asset Management, LLC, based in Cornelius, NC, with 13 years of industry experience. Renee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,091 clients with $310M 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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.10% |
Fees are negotiable. Lower fees for comparable services may be available from other sources.
Fee Estimator
Location
Cornelius, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Renee owns a rental property since 2016 and assists her husband at Mt. Pleasant Smokehouse as a waitress, dedicating about 10-20% of her time. Neither activity is investment-related.
Employment History
Current Registrations
Everstar Asset Management, LLC
Previous Registrations
Alphastar Capital Management, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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