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).
-
Total Assets Under Management131MILLION
-
Total Number of Accounts700ACCOUNTS
-
Average Account Value$187,765
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- 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
CA, CO, FL, IA, IL, NC, OH, PA, SC, TX, VA
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.
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.
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.
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.
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.