Brian Lance Kasal

Fourstar Wealth Advisors, LLC

41 Years of Experience

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Firm Information

Fourstar Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

41 advisors

Number of Clients

1,314 clients

Average Client Portfolio

$944K average

Assets Under Management

$1.2B

Fee Structure

Financial Planning:Included in AUM fee

Hourly Rate:$200 - $500/hr

FourStar charges fees for financial planning based on the scope and complexity of the plan. Investment management fees are based on assets under management, a flat fee, or a combination of both. Fees may also be charged hourly ($200-$500/hour) or on a project basis. Fees are prorated and charged quarterly in advance. The firm may negotiate a lesser fee based on certain criteria. Retirement plan consulting fees range between 0.25% and 2.00%.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance Planning

Advisor Information

Office location

1 N. Lasalle Street, Suite 2225, Chicago, IL, 60602

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2010

Settled

Customer Dispute

March 2009

Award / Judgment

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Other Business ActivitiesSells Insurance

Brian is the CEO of FourStar Insurance Services, LLC, an insurance sales business, since June 2015. He spends about 10-20% of his time on developing business strategy, affiliation, and development.