Rickstar Financial, LLC offers ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. Rickstar Financial creates an Investment Policy Statement for each client, outlining their current situation and risk tolerance. Rickstar Financial generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 3.00% |
| $1.0M - $5.0M | 2.00% |
| $5.0M - $15.0M | 1.50% |
| $15M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.