Star Capital INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Star Capital Inc. is an independent investment management firm based in Minneapolis, Minnesota, that partners with individuals, families, and financial advisors to build and manage customized investment portfolios. The firm offers a wide variety of separately managed account strategies, ranging from traditional dividend-focused stocks and sector rotation models to actively managed artificial intelligence strategies. Star Capital monitors client accounts continuously and conducts thorough portfolio reviews at least every three months. The firm operates on both discretionary and non-discretionary bases, meaning it can make trades on your behalf automatically or consult with you before making any changes. In addition to direct portfolio management, Star Capital provides investment consulting services to help clients and financial intermediaries evaluate strategies and meet their long-term financial objectives.

Assets Under Management$140M
Clients701
Advisors5
Avg. per Client$200K
Avg. per Advisor$29M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range up to 2.00% per year depending on strategy complexity, account size, and the portion allocated to the assigned representative. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

5 Advisors at this firm

Star Capital INC. - Fees, AUM & Advisors | TrueAdvisor