Capstar Financial Services provides ongoing portfolio management based on individual client goals, risk tolerance, and time horizon. They create financial plans covering investments, insurance, taxes, retirement, college, and debt. Capstar Financial may select third-party money managers to manage client assets. They also offer educational seminars and workshops.
Assets Under Management$170M
Clients317
Advisors3
Avg. per Client$550K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K+ | 1.75% |
Fees are negotiable. If a client has multiple accounts, Capstar Financial will aggregate the account balances to lower the fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...