MegStar Financial Management provides portfolio management services for individuals. When requested, MegStar also offers general financial advice. MegStar selects investments based on each client's individual needs and guidelines. The firm uses Modern Portfolio Theory, which emphasizes diversification to reduce risk. MegStar does not participate in wrap-fee programs.
Assets Under Management$26M
Clients21
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.80% |
| $3M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...