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%.
801 E. Plano Pkwy, Plano, TX, 75074
Get directionsNo 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 →Anthony owns and manages commercial real estate holdings through Scalia Properties and is a 50% owner/partner in Presto Storage. He is also a Managing Director at Humm Energy and a contractor for Four Star Wealth Advisors, a licensed RIA, spending a few hours per week on each.