JM

James Robert Mcmiller

37 Years of Experience

Firm Information

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%.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance Planning
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Advisor Information

Office location

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

Get directions
Regulatory History (3)
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.
Regulatory
October 2008
Final
Customer Dispute
May 2008
Settled
Customer Dispute
July 2007
Settled
Other Business Activities

James is a partner and consultant for Kennedy Mining, a crypto currency mining and development company. He spends about 10-20% of his time as a consultant and minimal time as a partner.

Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
March 2024 - Present · 1 yr 10 mos
Previous Registrations
Advisors on Call
August 2022 - February 2024 · 1 yr 6 mos
Claraphi Advisory Network, LLC
January 2020 - December 2023 · 3 yrs 11 mos
Kingsbury Capital Investment Advisors LLC
November 2018 - February 2020 · 1 yr 3 mos
Trac Asset Management LLC
May 2015 - November 2018 · 3 yrs 6 mos
Newbridge Securities CorporationBroker
November 2009 - December 2014 · 5 yrs 1 mo
United Planners' Financial Services of America a Limited Partner Broker
September 2006 - August 2009 · 2 yrs 11 mos
Woodbury Financial Services, INC.Broker
September 2004 - October 2006 · 2 yrs 1 mo
Sunamerica Securities, INC.Broker
May 1992 - October 2004 · 12 yrs 5 mos
Anchor National Financial Services, INC.Broker
January 1992 - May 1992 · 4 mos
Protective Equity Services, INC.Broker
June 1990 - January 1992 · 1 yr 7 mos
Aal Distributors INC. Broker
June 1987 - March 1990 · 2 yrs 9 mos
State Registrations2 states
TXWI
Advisor
Exams
No exam information available for this advisor.