Star Financial Services is an independent financial planning and investment management firm. Star Financial Services provides financial advice to individuals, families, pension and profit sharing plans, trusts, estates, charitable organizations and small business owners. Star Financial Services creates financial plans and manages investments. The firm does not sell any products or accept fees or commissions from other organizations.
Assets Under Management$49M
Clients20
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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