Stardust Wealth Strategies provides financial planning and investment management services for a flat fee. They work with clients to create a written financial plan, monitor it, and recommend changes as needed. Stardust also offers limited-scope financial planning and hourly financial planning for specific needs. They may prepare tax returns for clients as a separate service. Stardust generally employs long-term buy-and-hold passive investment strategies using mutual funds, exchange-traded funds, stocks, and bonds.
Fee Structure
Stardust Wealth Strategies includes investment management services for no additional fee with their Comprehensive Financial Planning service. The annual subscription fee for this service is based on your adjusted gross income and the total value of your investment portfolio. For portfolios over $6M, an additional fee of 0.25% of managed assets in excess of $6M will be added to the annual subscription fee.