FleetStar Advisors provides investment management services directly and recommends unaffiliated third-party investment advisors to manage client portfolios. FleetStar also offers managed variable annuity programs and advisory variable universal life insurance. FleetStar conducts educational workshops and courses on financial planning and investment-related topics. FleetStar does not have a minimum account size for its Investment Management Service, but managed variable annuity products and wrap fee account programs do have account minimums.
Assets Under Management$740K
Clients6
Advisors1
Avg. per Client$120K
Avg. per Advisor$740K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3M+ | 0.50% |
Fees for related accounts may be negotiable for purposes of calculating assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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