Everstar Asset Management, LLC

Everstar Asset Management, LLC (CRD# 313334) is a financial advisory firm headquartered in Mooresville, NC. They manage $131,435,199 in 700 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
108 Gateway Blvd., Suite 103, Mooresville, NC 28117
http://www.everstarassetmanagement.com
By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    700
    ACCOUNTS
  • Average Account Value
    $187,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IA, IL, NC, OH, PA, SC, TX, VA

Financial Advisors at Everstar Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Richard Jakiel, financial advisor Cornelius NC
Richard Jakiel
CRD#: 6863595
Cornelius, NC

Richard Jakiel (CRD# 6863595) is an Investment Advisor Representative working at Everstar Asset Management, LLC in Cornelius, NC and has over 6 years of experience in the finance industry.

2
Lee Larson, financial advisor Mooresville NC
Lee C. Larson
CRD#: 4758758
108 Gateway Blvd., Suite 103, Mooresville, NC 28117

Lee Larson (CRD# 4758758) is an Investment Advisor Representative working at Everstar Asset Management, LLC in Mooresville, NC and has over 19 years of experience in the finance industry.

3
Douglas Marion, financial advisor Cornelius NC
Douglas G. Marion
CRD#: 5766253
Cornelius, NC

Douglas Marion (CRD# 5766253) is an Investment Advisor Representative working at Everstar Asset Management, LLC in Cornelius, NC and has over 8 years of experience in the finance industry.

4
Renee Simpson, financial advisor Cornelius NC
Renee W. Simpson
CRD#: 5954624
Cornelius, NC

Renee Simpson (CRD# 5954624) is an Investment Advisor Representative working at Everstar Asset Management, LLC in Cornelius, NC and has over 11 years of experience in the finance industry.

5
Fu Yuet, financial advisor Mooresville NC
Fu P. Yuet
CRD#: 6647666
108 Gateway Blvd., Suite 103, Mooresville, NC 28117

Fu Yuet (CRD# 6647666) is an Investment Advisor Representative working at Everstar Asset Management, LLC in Mooresville, NC and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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