FLEETSTAR FINANCIAL

Overview

Fleetstar Financial operates as a limited liability company owned by an individual and targets individual and family clients. The firm functions as a capital allocator and provides portfolio management for individuals and small businesses, selects outside advisers, and runs educational seminars and workshops. Its fee model includes a percentage-of-assets component and other fee arrangements. Fleetstar is not positioned as an active ESG investor, does not describe multi-state advisory operations, and does not list pension consulting or related-adviser activity. The firm is affiliated with an insurance company, which aligns with its use of insurance products in client strategies.

Assets & Accounts

Investments & Alternatives