Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
35 advisors
Number of Clients
1,145 clients
Average Client Portfolio
$159K average
Assets Under Management
$182.6M

Fee Structure

Minimum Investment:$25K
Financial Plan Fee:$150 - $1,000
Hourly Rate:$50 - $150/hr

Fees for asset management programs range from 0.5% to less than 3% annually, as agreed upon in writing. The smaller the portfolio, the larger the fee, and conversely. Financial planning and appraisal services are based on hourly ($50-$150) or fixed fees ($150-$1,000). Third-party management programs have their own fee schedules. A $25,000 minimum account requirement may be waived. Fees are negotiable within the stated ranges.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Advisor Information

Office location

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

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Regulatory History (4)
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
February 2025
Final
Regulatory
June 2024
Final
Employment Separation After Allegations
December 2022
Customer Dispute
July 2022
Settled
Other Business Activities

Azmi operates two businesses: The Other Side of Medicine (since 2018) and Sharif Wealth Strategies (since 2021). Sharif Wealth Strategies is a DBA for FourStar Wealth Advisors LLC and takes about a quarter of Azmi's time, with 2 hours during market hours.

Employment History
Current Registrations
Kcd Financial, INC. Broker
May 2025 - Present · 8 mos
Kcd Financial, INC.
May 2025 - Present · 8 mos
Fourstar Wealth Advisors, LLC
February 2023 - Present · 2 yrs 11 mos
Previous Registrations
Kcd Financial, INC. Broker
September 2023 - July 2024 · 10 mos
Nobles & Richards, INC.Broker
July 2023 - August 2023 · 1 mo
Fourstar Wealth Advisors, LLC
January 2023 - January 2023 · 0 mos
LPL Financial LLC
July 2018 - January 2023 · 4 yrs 6 mos
LPL Financial LLC Broker
July 2018 - January 2023 · 4 yrs 6 mos
Woodbury Financial Services, INC.
August 2016 - July 2018 · 1 yr 11 mos
Woodbury Financial Services, INC.Broker
July 2016 - July 2018 · 2 yrs
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Azmi Sharif - Financial Advisor | AdvisorDiscover