Megstar Financial Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MegStar Financial Management provides discretionary portfolio management and, when requested, general financial advice to individual clients. The firm manages accounts directly for a small client base and conducts ongoing reviews and reporting on each account.
The firm applies Modern Portfolio Theory to construct diversified, generally low‑turnover portfolios across stocks, ETFs, bonds, CDs and trusts, with asset allocation and ranges typically set in a client/manager agreement. Clients receive written quarterly reports that include performance data and a narrative on market conditions, and custodians provide monthly statements for client review.
Distinctive practices include the principal frequently investing personally in many of the same securities selected for clients—after executing client trades first—and not aggregating trades across accounts, a procedure the firm describes as reducing conflicts of interest. The firm reports no disciplinary history or outside affiliations, negotiates reduced brokerage rates without receiving soft‑dollar benefits, and cites prior experience overseeing multi‑million dollar pension fund assets.
Client services
Expertise
Fee options
$0 - $3,000,000: 0.8% annually $3,000,000+: 0.2% annually
Main office
Montvale NJ
Advisors at this office
1
Most active in
Florida · New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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