WealthStar Advisors (WSA) provides asset management and financial planning services to individuals and high-net-worth individuals. WSA offers portfolio management services on a wrap fee basis, advisory services to 401(k) plan participants, and financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. WSA gathers client information through interviews and questionnaires to create tailored financial plans.
Assets Under Management$790M
Clients712
Advisors9
Avg. per Client$1.1M
Avg. per Advisor$88M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is for annuity and 401(k) plan participant advisory services. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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