Starr-Mathews Financial, LLC
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Overview
Starr-Mathews Financial, LLC operates as a financial advisory firm headquartered in Calhoun, Georgia. The company administers $113.4 million in assets throughout 225 customer accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). The firm has a small group, including 6 financial advisors. Starr-Mathews Financial, LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are tradable financial assets such as bonds, options and stocks.
Starr-Mathews Financial, LLC oversees more than half of the company's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make transaction judgments for the client's account without requiring the customer's authorization. Starr-Mathews Financial, LLC also manages 14 non-discretionary accounts with a total of $3.6 million in AUM. The investment advisory firm administers roughly $503,884 in assets for every account. An average advisor at Starr-Mathews Financial, LLC manages around 38 client accounts, placing it towards the middle in terms of personalization.
The firm's headquarters is at 215 North Piedmont Street, Calhoun, Georgia 30701. The company is allowed to serve clients in the state of Georgia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Starr-Mathews Financial, LLC by the Numbers
$113.4 million
6
225
$503.9 thousand
Products and Services
Starr-Mathews Financial, LLC offers a number of financial services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Notably, the company did not provide financial planning services to any of its accounts in the previous financial year. The company is not involved in selling products or offering services aside from investment advisory services to its investment advisory accounts. It also has a number of financial industry affiliations, including with an accountant or accounting firm, insurance company or agency and pension consultant.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically vary depending on which services the firm provides the client. However, fee types billed by the company likely include any combination of the following fee structures: asset-based, hourly or fixed. Starr-Mathews Financial, LLC participates in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Starr-Mathews Financial, LLC caters to retail investors, high net worth investors and pension plans. Out of its 225 clients, Starr-Mathews Financial, LLC's biggest client type is retail investors, but it also manages money for 50 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 45.05%
- Other Individuals - 50.45%
- Corporations - 4.5%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Starr-Mathews Financial, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Starr-Mathews Financial, LLC
Calhoun, GA
Calhoun, GA
Calhoun, GA
Calhoun, GA
Cumming, GA
Calhoun, GA
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