Everstar Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500

“Clients will generally be charged a one-time fixed fee of $1,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Everstar Asset Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Please also note that fees are negotiable.”
• “To the extent that a Wealth Advisory Client invests in a Fund, Everstar’s related persons (directly or indirectly) benefit from fees and compensation payable to Everstar or its affiliates.”
• “The fees and compensation payable by a Wealth Advisory Client that invests in a Fund are separate and distinct from the fees charged by Everstar to such client.”

How Everstar Asset Management, LLC’s fees compare

• Its flat or project fee of $1,500 is below the North Carolina median of $4,800. 15% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Everstar Asset Management, LLC

• Firm size: 13 employees.
• Founded: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

1,116

Employees

13

Works with

Individuals, high net worth individuals, pooled investment vehicles, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and educational seminars and workshops

Assets managed

$336,741,565

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

313334

Website

linkedin.com/company/everstar-asset-management (opens in new tab)

Phone

(440) 376-1629

Can advise clients in 13 states: California, Colorado, Florida, Georgia, Iowa, Illinois, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Virginia

Other planners in Mooresville that publish fees

• Crown Private Wealth, LLCMooresville$500/hr, $500
• Evergreen Wealth ServicesMooresville$300/hr
• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000

Compare all 7 planners in Mooresville