All Star Financial offers personalized financial planning, tax preparation, and investment management services. They work with individuals, investment companies, retirement plans, trusts, estates, charitable organizations, and other business entities. Their investment approach is based on Modern Portfolio Theory, emphasizing diversification and a long-term perspective. All Star Financial also provides financial planning and consulting services on an hourly or fixed-fee basis.
Assets Under Management$880M
Clients558
Advisors5
Avg. per Client$1.6M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.10% |
| $3.0M - $4.0M | 1.00% |
| $4.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
The annual fee may be negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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