Star Capital Inc. provides investment advice and manages investment portfolios for individuals and businesses. Star Capital determines investment strategies based on individual client goals, time horizons, and risk tolerance. Star Capital offers financial planning services at no additional cost. Star Capital may also act as a sub-advisor to other advisors.
Fee Structure
Star Capital manages client accounts for a fee based on a percentage of the value of the investments. The fee ranges up to 2.00% per year, depending on the specific portfolio type, the size and complexity of the account, and the advisor assigned to the client.
Focused portfolio fees are charged based on the following schedules:
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Orion / Taurus / Sagittarius / Pisces
- $50,000 to $500,000: 2.00% per year
- $500,001 to $1,000,000: 1.85% per year
- $1,000,001 to $2,000,000: 1.75% per year
- Over $2,000,001: 1.50% per year
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Centaurus
- $25,000 to $250,000: 1.35% per year
- Over $250,000: 1.30% per year
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Gemini II
- $25,000+: 0.50% per year
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Star Capital Allocation Models
- First $2,000,000: 1.35% per year
- Over $2,000,001: 1.25% per year
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STAR Virgo Strategy
- 1% per year, plus a performance-based fee of 20% of profits exceeding a 5% semi-annual return.
Fees are negotiable. Account minimums apply to focused portfolios.