10 Star Asset Management provides investment management services, managing client portfolios on a discretionary basis. They use equity and income strategies, primarily investing in common stocks and cash equivalents for equity accounts. For income accounts, they use conservative option writing. While they may offer some retirement planning advice, they don't consider themselves financial planners.
Assets Under Management$33M
Clients50
Advisors2
Avg. per Client$670K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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