Narstar LLC manages client accounts using three model portfolios: Income Strategy, Growth Strategy, and Speculative Strategy. The firm gathers client financial information, investment objectives, risk tolerance, and time horizon to recommend the appropriate model portfolio. Ongoing monitoring and rebalancing are provided to ensure alignment with the client's goals. The firm's advice covers publicly traded equities, cash equivalents, and exchange-listed preferred stocks.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Fees are not tiered/blended; the annual rate applies to assets allocated to each strategy. Income Strategy Model Portfolio: 0.6% per year. Growth Strategy Model Portfolio: 1.20% per year. Speculative Strategy Model Portfolio: 1.60% per year. Fees may be negotiated for large relationships or related household groups.