5 Star Investing, owned by John C. Zerba, offers investment advisory services, investment education, research, planning assistance, and guidance. They manage investment portfolios using individual stocks, bonds, ETFs, and mutual funds. Accounts are actively managed on a discretionary basis, with a value-oriented approach to stock investing and fixed income portfolios including government, corporate, and high yield bonds. Brokerage accounts are established at Charles Schwab & Co., Inc.
Assets Under Management$16M
Clients68
Advisors1
Avg. per Client$240K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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