Astra Wealth Management LLC is an independent registered investment advisor located in San Diego, California, founded in 2024. The firm provides personalized investment management and financial planning services to individuals, high net-worth individuals, trusts, estates, non-profit organizations, and business entities. Astra Wealth Management focuses on long-term investment strategies, broad diversification, and passive fund selection using exchange-traded funds and mutual funds, while incorporating Modern Portfolio Theory. Financial planning services cover comprehensive areas such as retirement planning, tax strategies, cash flow and debt management, estate planning, risk management, and business consulting. The firm operates as a fee-only advisor, meaning compensation comes solely from client fees rather than commissions or product sales, and it does not maintain account minimums.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and billed quarterly in arrears. There is a minimum quarterly fee of $1,250.