Interstellar Wealth is a registered investment advisor founded in 2021 and based in New York. The firm provides continuous investment management tailored to each client's specific goals, risk tolerance, and tax considerations, primarily advising on stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. Interstellar Wealth operates on a fee-only basis, meaning compensation comes solely from client fees rather than commissions or product sales. In addition to portfolio management, Interstellar Wealth offers financial planning at no additional cost for investment management clients, covering areas such as retirement planning, tax strategies, estate planning, cash flow management, employee benefits, and insurance analysis. Clients can also hire Interstellar Wealth for standalone project-based reviews covering specific financial topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M+ | 0.80% |
Fees are negotiable and paid monthly in arrears. Household accounts may be aggregated for fee calculation.