7 STAR INVESTMENT ADVISORS provides financial planning and investment management services. Investment management includes developing a strategy, building a portfolio with investments like ETFs, stocks, and bonds, monitoring performance, and tax-efficient investing. Financial planning covers retirement, education, budgeting, insurance, estate planning, and debt management. 7 STAR INVESTMENT ADVISORS may also help clients select other investment advisors. Educational seminars and workshops are also offered.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.60% |
| $300K - $500K | 1.35% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
The advisory fees are negotiable and may be discounted at the Adviser's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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