7 Star Investment Advisors is a registered investment advisor based in Riverview, Florida, owned and operated by Steven Jacob. The firm offers comprehensive financial planning and ongoing investment management services tailored to individuals and high-net-worth individuals. Investment management services include building diversified portfolios using exchange-traded funds, mutual funds, individual stocks, bonds, and occasionally alternative investments like private lending funds and structured notes, with ongoing monitoring, rebalancing, and tax-efficient strategies. 7 Star Investment Advisors operates on a fee-only basis, ensuring advice is free from commissions or product sales conflicts. The firm has discretionary authority to manage client portfolios. In addition to investment management, the firm provides standalone or integrated financial planning covering retirement, education, budgeting, insurance, estate planning, and debt management, alongside educational seminars and workshops.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.60% |
| $300K - $500K | 1.35% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable and may be discounted at the firm's sole discretion.