Everstar Asset Management offers tailored investment advice and management to individuals, high-net-worth individuals, and families. They also manage pooled investment vehicles. Everstar's services are customized based on individual client goals, objectives, time horizon, and risk tolerance. They may also provide financial planning services, including tax, estate, and philanthropic planning. Certain advisors may also offer insurance products through a separate entity.
Assets Under Management$310M
Clients1,091
Advisors9
Avg. per Client$290K
Avg. per Advisor$35M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.10% |
Fees are negotiable. Lower fees for comparable services may be available from other sources.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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