Megastar Advisors LLC, hereinafter referred to as "Megastar Advisors," is committed to providing its clients with transparent and comprehensive information about our services, practices, and potential conflicts of interest. This disclosure statement is designed to ensure that our clients have a clear understanding of our operations and the various factors that may affect their financial decisions. Please carefully review the following information:

1. Business Overview:

Megastar Advisors LLC is a registered investment advisory firm that provides financial planning and investment advisory services to individuals, families, and institutions. We are dedicated to helping our clients achieve their financial goals through tailored investment strategies and personalized advice.

2. Services Offered:

Megastar Advisors offers a range of financial services, including:

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning

Our services are provided on a fee-only basis, meaning our compensation is solely based on fees for advisory services. We do not receive commissions or other forms of compensation for recommending specific investments.

3. Conflicts of Interest:

It is essential to understand that as an investment advisory firm, we have a fiduciary duty to act in our clients' best interests. We are committed to minimizing conflicts of interest and managing them transparently. Some potential conflicts include:

  • Receiving compensation for our advisory services.
  • Recommending specific investments or financial products.
  • Personal investments or affiliations with certain investment companies.

In cases where conflicts of interest may arise, we are committed to disclosing them to our clients and taking all necessary steps to mitigate or eliminate such conflicts.

4. Fees and Compensation:

Megastar Advisors charges fees for its advisory services. Our fees are typically calculated as a percentage of the assets under management (AUM). The specific fee structure may vary based on the scope of services and the complexity of your financial situation. Our fee schedule will be fully disclosed in our client agreement, and you will receive regular reports detailing the fees charged.

5. Custody of Client Assets:

Clients maintain custody of their assets at an independent, third-party custodian of their choice. We do not have direct access to or control over your funds or securities. This arrangement provides an additional layer of security for our clients.

6. Disciplinary Information:

Megastar Advisors has a clean disciplinary history and has not been subject to any legal or regulatory actions that would affect our ability to provide advisory services.

7. Privacy Policy:

We are committed to protecting the privacy and security of our clients' personal and financial information. Our privacy policy outlines how we collect, use, and safeguard this information.

8. Contact Information:

If you have any questions or concerns regarding this disclosure statement or any other aspect of our services, please do not hesitate to contact us. You can reach us at the following address:

Megastar Advisors LLC
[email protected]

We encourage you to read and understand this disclosure statement thoroughly before engaging our services. If you decide to become a client, you will receive a copy of this disclosure statement as part of the onboarding process. Thank you for considering Megastar Advisors as your financial advisor.