Starfox Financial Services, LLC

Starfox Financial Services, LLC, established in 2007, is a Texas-based investment advisory firm owned by Jose E. Palafox and William G. Friebel. The firm offers asset management services tailored to individual client needs, including portfolio creation and monitoring. Additionally, they provide financial planning and consulting services covering various aspects such as investment, retirement, estate, and tax planning. Starfox Financial Services acts as a fiduciary, committed to always acting in the client's best interest. The firm manages over $215 million on a discretionary basis and $37 million on a non-discretionary basis as of December 31, 2023. For asset management, fees range from 0.50% to 1.75% based on assets under management, billed monthly. Financial planning services are charged hourly or flat fees ranging from $150 to $5,000. Retirement plan consulting fees are based on a percentage of plan assets under management, not exceeding 1.00%. The firm does not charge performance-based fees and requires a minimum account balance of $50,000 for asset management services. Clients may direct brokerage outside the firm's recommendation, but this may result in higher costs. Starfox Financial Services does not accept proxy authority to vote client securities and does not provide financial information in the brochure.