Star Wealth Advisors (SWA) offers investment and portfolio management, primarily through wrap fee programs. They also offer financial planning services for a flat fee or hourly rate. SWA may use third-party money managers to assist in managing client accounts. SWA emphasizes individualized attention to a client’s assets, investment needs, and investment objectives.
Assets Under Management$37M
Clients137
Advisors9
Avg. per Client$270K
Avg. per Advisor$4.1M
Fee Structure
SWA offers investment and portfolio management services for a fee based on the value of your portfolio. The annual fee ranges from 1.00% to 3.00% of the value of your portfolio. This fee is charged quarterly in advance.
Loading...