Astrelle Capital is an independent registered investment advisor founded by Mostafa Omar and based in Raleigh, North Carolina. The firm's core service is ongoing portfolio management for individuals, families, retirement accounts, trusts, and simple entities. Astrelle Capital primarily builds public-market portfolios using exchange-traded funds, mutual funds, individual stocks, fixed income, and cash equivalents, with an emphasis on long-term compounding, disciplined allocation, tax awareness, and risk controls. For clients who want specific strategies, the firm can selectively incorporate defined-risk options, such as covered call writing and purchasing long-dated call options. In addition to portfolio management, Astrelle Capital offers standalone financial and investment planning on a project or hourly basis, covering areas like portfolio reviews, investment strategies, equity compensation, concentrated positions, and retirement account positioning. The firm does not provide comprehensive estate planning, insurance, or tax return preparation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.70% |
Subject to a $2,000 minimum annual fee. Total annual advisory fees will not exceed 2.00% of the account value.