You can monitor your account through online access and monthly statements so you always know what investments you own and how they are allocated.
You can always speak directly with Scott when you have questions or if issues arise.
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.
Our client experience is tailored to your level of engagement. You decide the level and frequency of communication.
Our fee schedule is all inclusive, based on total assets under management. You never pay any trading commissions.
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.