Everstar Asset Management offers tailored investment management and financial planning services to individuals, high-net-worth individuals, and families. The firm builds customized investment portfolios based on each client's specific goals, time horizon, and risk tolerance, typically managing portfolios without requiring prior consultation on every trade. Everstar also manages several private investment funds for accredited and qualified investors. In addition to managing investments, Everstar provides financial planning services covering personal budgeting, cash flow analysis, tax planning, retirement planning, estate planning, and philanthropic planning. Investment professionals associated with the firm may operate under trade names such as Advanced Wealth Strategies, and some are licensed to sell insurance products separately from Everstar's advisory services.
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 and lower fees for comparable services may be available from other sources.