CM
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 directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
April 2021 - Present · 4 yrs 9 mos
Previous Registrations
Great Point Advisors LLC
April 2018 - December 2018 · 8 mos
Great Point Capital LLCBroker
March 2018 - December 2020 · 2 yrs 9 mos
Corinthian Partners, L.L.C.Broker
November 2017 - March 2018 · 4 mos
Hornor, Townsend & Kent, INC.
February 2017 - September 2017 · 7 mos
Hornor, Townsend & Kent, INC. Broker
May 2016 - September 2017 · 1 yr 4 mos
Northwestern Mutual Investment Services, LLC Broker
November 2015 - April 2016 · 5 mos
Harris Associates Securities L.P.Broker
June 1992 - March 1993 · 9 mos
Euro-Atlantic Securities INC.Broker
March 1992 - September 1992 · 6 mos
Titan/value Equities Group, INC.Broker
December 1989 - February 1990 · 2 mos
Boucher, Oehmke & CompanyBroker
April 1989 - April 1990 · 1 yr
Vanderbilt Securities, INC.Broker
February 1989 - April 1989 · 2 mos
Power Securities CorporationBroker
September 1988 - February 1989 · 5 mos
Blinder, Robinson & Co., INC.Broker
May 1987 - September 1988 · 1 yr 4 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.