Blue Star Wealth Management is a registered investment advisor based in Lake Mary, Florida, founded in March 2021 by John Dustin Riggs and Richard A Humphreys. Blue Star Wealth Management offers ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. The firm creates an investment policy statement for every client to guide asset allocation, security selection, and ongoing portfolio monitoring. Blue Star Wealth Management generally limits its investment advice to mutual funds, fixed income securities, real estate investment trusts, equities, exchange-traded funds, and treasury inflation-protected bonds. The firm requires the authority to make trades without asking clients first. Blue Star Wealth Management operates under a legal requirement to act in clients' best interests when providing retirement or investment advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable and will not exceed 1.50% annually.