Stardust Capital is an investment advisory firm offering investment management services to clients on a discretionary basis. The firm works with clients to understand their financial objectives, risk tolerance, and investment goals to develop customized portfolios. These portfolios may include stocks, bonds, ETFs, mutual funds, and other investments. Stardust Capital monitors client accounts and makes adjustments as needed to meet investment objectives. Clients receive statements from the account custodian and can place reasonable restrictions on their accounts.
Assets Under Management$930K
Clients5
Advisors1
Avg. per Client$190K
Avg. per Advisor$930K
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $500K | 1.00% |
| $500K+ | 0.80% |
Fees are negotiable depending upon the complexity of the client’s financial situation and the scope of services rendered.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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