South Texas Advisors for Retirees (STAR) provides ongoing investment management based on your goals, risk tolerance, and time horizon. STAR creates a plan to help select a portfolio that fits your specific situation. STAR also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit. STAR may use mutual funds, equities, bonds, ETFs, hedge funds, REITs, insurance products, private placements, and government securities.
Assets Under Management$8.9M
Clients19
Advisors1
Avg. per Client$470K
Avg. per Advisor$8.9M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is 0.50% for Bonds and CD's, 1.50% for Stocks, ETF's and or Mutual Funds and 2.00% for Stocks, ETF's with Options. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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