Stellar Financial Planning offers financial planning and wealth management services. They focus on understanding each client's goals and values to create a personalized investment strategy. Stellar Financial Planning educates clients about investment opportunities and strategies. They manage investments on a discretionary basis and do not participate in wrap fee programs.
Assets Under Management$9.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$9.4M
Fee Structure
Investment management only (planning not offered)
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.
Loading...