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Capstar Financial Services Llc
Austin, Texas
5.0
3 Reviews
Capstar Financial Services LLC is a small investment advisory firm based out of Austin, Texas. With one office, the company specializes in providing investment advisory services to its clients. The firm boasts a dedicated team of six employees, three of whom are experienced investment advisors. Each advisor manages an average of approximately $42,110,000 in assets under management.
Capstar Financial Services LLC offers a diverse compensation structure, including a percentage of assets under management and fixed fees. Notably, about half of the firm's assets under management are sourced from employer 401(k) plans and individuals,...see more
Assets Under Mgmt
$126.33M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Other Business Activities
- Insurance broker or agent
Reviews for Capstar Financial Services Llc
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