Too Busy to Manage Your Portfolio?
You have a career, a family, and a life outside the markets. I handle the trading, rebalancing, and monitoring. You check in when you feel like it. Fee-only, starting at $100. Sandy, Utah.
No Time. No Plan. No Advisor You Trust.
Between work, family, and everything else, your investments keep getting pushed to the back burner.
No Time to Research
Between work and everything else, you don't have hours to research stocks and review your holdings. It just doesn't happen.
Your Portfolio Has Drifted
You set something up a while ago, but it's shifted away from your original plan. Rebalancing takes time you don't have.
Your Advisor Works on Commission
You suspect the advice you're getting is shaped by what pays your advisor the most, not what's actually right for you.
Told You Need Way More to Start
You've called around. Most firms have minimums that are way out of reach. My minimum is $100.
Three Model Portfolios
I'll match you to the right one.
Income Portfolio
Dividends and cash flow Good for: hands-off income while you focus on your careerDividend-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: building wealth long-term without managing it yourselfCompanies with durable competitive advantages, held for long-term compounding. Growth investments carry market risk, and your portfolio's value may decline, including over extended periods.
Speculative Portfolio
Higher risk, higher volatility Good for: investors who can stomach sharp drops and don't need to watch it dailyConcentrated 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 for complete fee details.
How to Start
Three steps. Here's exactly how it works.
Review & questionnaire
It takes about 10 minutes. I send disclosures up front. You fill out a short form about your goals, timeline, and risk tolerance. No commitment required.
I pick the portfolio
I recommend Income, Growth, or Speculative based on your answers. I explain the reasoning. You make the call.
Sign & fund
Sign online. Fund your Interactive Brokers account. I handle everything from there. You don't have to watch it.
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.
Series 65 (investment adviser licensing exam) · SIE (Securities Industry Essentials) · Utah-Registered IAR
Registered Investment Adviser
Verify on IARD ↗Read the disclosures: Form ADV 2A · ADV 2B · Privacy Policy
If time is the real constraint, the traditional advisory model doesn't fit you. Most advisers want quarterly calls, long onboarding sessions, and clients who can dedicate hours to the process. I built NarStar around the opposite. You answer a short questionnaire, review my recommendation, and I handle the rest.
Before this, I built the software that traders use to make decisions. Analytical tools, backtesting systems, the kind of work where you learn to think in data and probabilities. You don't have time to research stocks. That's literally my job now. When you email or call, 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.
Want to talk? Send me a message →
Also built for: tech workers and small accounts.
Questions
Things people ask before reaching out.
No. That's the whole point. You answer a short questionnaire, I recommend a portfolio, and from there I handle the trading, monitoring, and rebalancing. You can check your Interactive Brokers account anytime. I'm here if you have questions, but you don't have to do anything on an ongoing basis.
Most people are fully set up within a few days. A short questionnaire, a follow-up conversation if needed, documents signed online, and then you fund your IBKR account. After that it's hands-off.
You can stop anytime. No contracts, no exit fees. The account stays at Interactive Brokers in your name. You'd just revoke my trading authority.
Whichever works for you. Email is my primary channel and I respond within 1–2 business days. You can also call: 801-251-6844.
Let's Talk. I'll Handle the Rest.
No sales pitch. Just a conversation.
- I reply within 1–2 business days.
- pavel@narstar.capital
- 801-251-6844