Tired of Managing It Yourself?
You built this. You've mastered it. Now you're tired of it. Hand it to someone who does this full-time. Fee-only. Starting at $100. Sandy, Utah.
Your Portfolio Got Too Good for Your Free Time.
You built your own portfolio. Somewhere along the way, it stopped being worth the time.
Research Became a Chore
Saturday mornings used to be for digging into earnings reports and screening for new positions. Now you'd rather do almost anything else. The spreadsheets are still open. You just stopped updating them.
Every Trade Feels Like a Coin Flip
You second-guess the entry. Then the exit. Then whether you should have bought at all. Decision fatigue is real. It gets worse the more you care about getting it right.
Commission Advisers Aren't the Answer
You've thought about handing it off. But you know enough to spot a bad deal. An adviser who earns commissions on the products they sell you? That's not what you're looking for.
Sky-High Minimums Everywhere?
You've looked into fee-only firms. Most want six figures before they'll return your call. My minimum is $100.
Three Model Portfolios
I'll match you to the right one.
Income Portfolio
Dividends and cash flow Good for: investors who want a dividend-focused portfolio they don't have to research and maintain themselvesDividend-paying companies selected for cash flow, not price chasing. This portfolio can still lose value. Dividends are not guaranteed and can be cut or eliminated at any time.
Growth Portfolio
Long-term compounding Good for: long-term investors who want stock-picking without doing it themselvesCompanies with durable competitive advantages, selected for long-term ownership. Growth investments carry market risk, and your portfolio's value may decline, including over extended periods.
Speculative Portfolio
Higher risk, higher volatility. Loss of principal possible. Good for: investors comfortable with high volatility and concentrated positionsConcentrated positions in a small number of smaller companies. Higher risk than the other two portfolios. This portfolio may experience significant declines and loss of principal. Suitable only for investors with high risk tolerance.
| What you won't pay | Amount |
|---|---|
| Commissions | $0 |
| Referral Fees | $0 |
| Insurance Sales | $0 |
| Early Termination Penalty | $0 |
Not sure which one? Tell me your goals and I’ll recommend one.
All three portfolios hold individual stocks and cash, held at Interactive Brokers in accounts in your name. I have trading authority to manage your investments. I cannot withdraw funds or transfer money out. Interactive Brokers is a SIPC member. Investing involves risk, including the possible loss of principal. No portfolio is guaranteed to achieve its objective. Advisory fees do not include potential brokerage costs, transaction charges, or taxes. See Form ADV Part 2A (opens in new tab) for complete fee details.
How to Start
Three steps. Here's exactly how it works.
Review & questionnaire
You already know how to research. This takes about 10 minutes. I send disclosures up front. You fill out a short form on goals, timeline, and how much loss you can handle.
I pick the portfolio
I recommend Income, Growth, or Speculative based on your answers. I walk you through the reasoning: what I own, why, and what risks come with it. You're not handing over your money blind.
Sign & fund
Sign online. Fund your Interactive Brokers account. I manage it from there. You can see every position and every trade in your IBKR account at any time.
You can stop anytime. No contracts, no exit fees.
About Me
Software engineer turned investment adviser.
Based in Sandy, Utah. I work with clients remotely. No office visits required. My only income is the advisory fee on this page. No commissions, no products. Form ADV 2A (opens in new tab) has the full picture.
Registered Investment Adviser
Verify on IARD (opens in new tab)Read the disclosures: Form ADV 2A (opens in new tab) · ADV 2B (opens in new tab) · Privacy Policy (opens in new tab)
I get it. You've been running your own portfolio because you didn't trust anyone else to do it right. I built trading tools and backtesting systems before starting NarStar. I know the DIY mindset because I lived it. But at some point, managing your own money stops being worth it.
NarStar is fee-only. No commissions, no product sales, no kickbacks. I manage your portfolio with the same analytical approach I use for everything I review. When you email, I'm the one who replies.
NarStar registered in Utah in January 2026. I don’t have years of client results to point to yet. What I do have is my registration, my disclosures, and the fact that your money sits at Interactive Brokers in your name, not mine. Any remaining conflicts of interest are described in my Form ADV Part 2A (opens in new tab).
Want to talk? Send me a message
Also built for: tech workers and young professionals.
Questions
Things DIY investors ask before handing it off.
I do the research, the trading, and the monitoring full-time. You get your time back without needing to stay on top of earnings, macro changes, and position sizing. Investing still involves risk and I can't guarantee any outcome. The decision-making burden shifts to me.
I'd talk through your current holdings before getting started. You'd open a new account at Interactive Brokers and fund it. I manage from there using one of three model portfolios. Your existing accounts elsewhere aren't affected.
Yes. Your account is in your name at Interactive Brokers and you can log in anytime to see positions, activity, and balances. I have trading authority only. You always have full visibility.
Yes. No contracts, no exit fees. You can stop the advisory relationship at any time. Your account stays at Interactive Brokers and remains yours.
Still have questions? Send me a message →
Ready to Hand It Off? Let's Talk.
No sales pitch. Just a conversation.
- I reply within 1–2 business days.
- pavel@narstar.capital
- 801-251-6844