Wealthstar Advisors, LLC
Assets Under Management
$791.5M
Number of Clients
712
Number of Advisors
12
Avg. Portfolio per Client
$1.1M
Avg. Managed per Advisor
$66.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
WealthStar Advisors provides asset management through a wrap fee program and financial planning services to individuals and high-net-worth individuals. Financial planning covers investment, life insurance, tax, retirement, college, and debt/credit planning. WealthStar Advisors also offers advisory services to 401(k) plan participants. The firm gathers client information through interviews and questionnaires to create tailored financial plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This fee applies to monitoring mutual fund sub-accounts of annuities and 401(k) plans. Fees are negotiable. Portfolio management services are offered solely on a wrap fee basis, details in Appendix 1.
Fee Estimator
Areas of Practice
Location
305B W Spring Creek Parkway, Suite 400, Plano, TX, 75023