Andrea Thomas is a CFA-designated registered investment advisor at Star Capital INC., based in Edina, MN, with 2 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 694 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Star Capital manages client accounts for a fee based on a percentage of the value of the investments. The fee ranges up to 2.00% per year, depending on the specific portfolio type, the size and complexity of the account, and the advisor assigned to the client.
Focused portfolio fees are charged based on the following schedules:
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Orion / Taurus / Sagittarius / Pisces
- $50,000 to $500,000: 2.00% per year
- $500,001 to $1,000,000: 1.85% per year
- $1,000,001 to $2,000,000: 1.75% per year
- Over $2,000,001: 1.50% per year
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Centaurus
- $25,000 to $250,000: 1.35% per year
- Over $250,000: 1.30% per year
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Gemini II
- $25,000+: 0.50% per year
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Star Capital Allocation Models
- First $2,000,000: 1.35% per year
- Over $2,000,001: 1.25% per year
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STAR Virgo Strategy
- 1% per year, plus a performance-based fee of 20% of profits exceeding a 5% semi-annual return.
Fees are negotiable. Account minimums apply to focused portfolios.
Location
200 Southdale Center, Edina, MN, 55435
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Star Capital INC.
State Registrations1 state
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