Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
1541 the Alameda, San Jose, CA, 95126
Get directionsRegulatory History
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
Peggy is the owner of Family Wealth Consultants, Inc., dedicating a few hours per week to reviewing client participation. She also holds leadership positions in several non-investment related organizations, including ISPF-AAUW, Morgan Hill Community Foundation, and Susan Charles Bergoff FDTN, spending minimal time to a few hours per week on each.