Fourstar Wealth Advisors, LLC
Assets Under Management
$1.2B
Number of Clients
1,314
Number of Advisors
41
Average Client AUM
$944K
AUM per Advisor
$30.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FourStar provides financial planning and investment management services to individuals, pension plans, trusts, estates, and businesses. Services include business planning, retirement planning, tax planning, and investment consulting. They manage client portfolios using mutual funds, ETFs, and individual securities.
Fee Structure
FourStar charges fees for financial planning, investment management, and retirement plan consulting. Financial planning fees are fixed and depend on the plan's complexity. Investment management fees are based on assets under management, hourly rates ($200-$500/hour), or project basis. Retirement plan consulting fees range from 0.25% to 2.00% of plan assets. There is no stated minimum fee or minimum portfolio value.
Areas of Practice
Location
1 N. Lasalle Street, Suite 2225, Chicago, IL, 60602