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
Loading...

Advisor Information

Office location

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

Get directions
Regulatory 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 →
Other Business Activities

John is a registered representative at Fourstar Wealth Advisors, LLC. He dedicates nearly full-time hours to this role, receiving compensation in the form of salary plus bonus.

Employment History
Current Registrations
Realta Equities, INC.Broker
October 2022 - Present · 3 yrs 3 mos
Fourstar Wealth Advisors, LLC
July 2021 - Present · 4 yrs 6 mos
Previous Registrations
Oppenheimer & CO. INC. Broker
December 2016 - June 2021 · 4 yrs 6 mos
Oppenheimer & CO. INC.
December 2016 - June 2021 · 4 yrs 6 mos
Morgan Stanley
August 2013 - April 2015 · 1 yr 8 mos
Morgan Stanley Broker
July 2013 - April 2015 · 1 yr 9 mos
Newedge Usa, LLCBroker
September 2008 - October 2009 · 1 yr 1 mo
Newedge Financial INC.Broker
August 2000 - September 2008 · 8 yrs 1 mo
State Registrations10 states
CADEILMDNMNVPAUTVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.