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Working With Us

We embrace the opportunity to provide thoughtful investment advice to all investors

In judging success, our clients are the most important benchmark. We take the time needed to build an enduring personal relationship with you.

Portfolio transparency

You can monitor your account through online access and monthly statements so you always know what investments you own and how they are allocated.

Direct access

You can always speak directly with Scott when you have questions or if issues arise.

Industry leading custodial support

10 STAR Asset Management is backed by industry leading custodial support and reliability of Fidelity Investments, one of the largest providers of custody and brokerage services to the registered investment advisor marketplace.

Client experience

Our client experience is tailored to your level of engagement. You decide the level and frequency of communication.

Cost control

Our fee schedule is all inclusive, based on total assets under management. You never pay any trading commissions.

Fee structure based on total managed assets:

1.5% up to $1 million
1.4% $1 million to $5 million
1.3% $5 to $10 million
1.2% $10 million to $25 million
1.1% $25 to $100 million
1.0% assets over $100 million

Minimum annual fee of $750 per quarter. All trading commissions are included in the quarterly fee.

Fidelity Institutional Wealth Services (IWS) is a unit of Fidelity Investments that provides a comprehensive custody platform, brokerage services, trading capabilities, and practice management and consulting services to registered investment advisors, including strategic acquirers and professional asset managers, as well as retirement recordkeepers. Fidelity Investments is an independent company, unaffiliated with 10 STAR Asset Management. Fidelity Investments is a service provider to 10 STAR Asset Management.

There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by 10 STAR Asset Management and does not guarantee, or assume any responsibility for, its content.

Fidelity Investments and Fidelity Institutional Wealth Services are registered service marks of FMR LLC.
Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.